LIC MF Banking And Financial Services Fund vs UTI Banking and Financial Services Fund 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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UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹282 Cr	₹282 Cr	₹1356 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹500
Min Addl Investment	₹500	₹500	₹1000
Launch Date	27 Mar 2015	27 Mar 2015	01 Aug 2005
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%	20%
Expense Ratio	2.42	2.42	2.22
Manager	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Preethi R S
ISIN Code	INF767K01NH2	INF767K01NH2	INF789F01372
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	UTI Banking and Financial Services Fund - Growth charges 1.0% 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	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	-1.33%	-1.33%	-3.91%
6 Month	15.29%	15.29%	14.07%
1 Year	5.87%	5.87%	10.26%
3 Year	14.57%	14.57%	17.54%
5 Year	18.97%	18.97%	21.98%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	8.59%	8.59%	5.34%
1 Year	19.16%	19.16%	16.58%
3 Year	13.29%	13.29%	17.84%
5 Year	14.31%	14.31%	17.14%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	10.54%	10.54%	14.58%
3 Year	8.71%	8.71%	13.47%
5 Year	7.68%	7.68%	11.81%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	15.29%	15.29%	14.09%
Sharp	0.93%	0.93%	1.16%
Beta	0.99%	0.99%	0.89%
Alpha	-1.32%	-1.32%	6.00%

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Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Preethi R S
Total AUM	₹2153 Cr	₹2153 Cr	₹1002 Cr
Funds Managed	3	3	1
	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option