LIC MF Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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LIC MF Banking & Financial Services Fund Regular-Growth

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LIC MF Banking And Financial Services Fund-Regular Plan-Growth

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Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹273 Cr	₹273 Cr	₹1548 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹1000	₹1000	₹100
Min Addl Investment	₹500	₹500	₹100
Launch Date	27 Mar 2015	27 Mar 2015	10 Jun 2008
Category	Banking & Financial	Banking & Financial	Banking & Financial
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	Nifty Financial Services TRI	Nifty Financial Services TRI	Nifty Financial Services TRI
Turn Over	%	46%	58%
Expense Ratio	2.42	2.42	2.14
Manager	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Rohit Seksaria
ISIN Code	INF767K01NH2	INF767K01NH2	INF903J01629
Exits Load	LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	0.73%	0.73%	-0.22%
6 Month	11.82%	11.82%	11.66%
1 Year	3.88%	3.88%	6.24%
3 Year	18.04%	18.04%	24.26%
5 Year	18.38%	18.38%	23.06%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	11.94%	11.94%	10.04%
1 Year	21.15%	21.15%	19.31%
3 Year	13.28%	13.28%	19.59%
5 Year	14.41%	14.41%	19.67%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	10.54%	10.54%	15.39%
3 Year	8.71%	8.71%	13.68%
5 Year	7.68%	7.68%	13.35%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	15.29%	15.29%	13.94%
Sharp	0.73%	0.73%	1.31%
Beta	0.96%	0.96%	0.90%
Alpha	-0.48%	-0.48%	7.91%

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Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Rohit Seksaria
Total AUM	₹2153 Cr	₹2153 Cr	₹0 Cr
Funds Managed	3	3	15
	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth