LIC MF Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹1884 Cr | ₹1884 Cr | ₹404 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 30 May 2007 | 30 May 2007 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI | Nifty Banking and PSU Debt Index A-II |
| Turn Over | % | 16% | 18% |
| Expense Ratio | 0.78 | 0.78 | 0.41 |
| Manager | Marzban Irani | Marzban Irani | Dwijendra Srivastava |
| ISIN Code | INF767K01535 | INF767K01535 | INF903J01IN3 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.49% | 0.49% | 0.53% |
| 6 Month | 2.22% | 2.22% | 2.51% |
| 1 Year | 7.72% | 7.72% | 7.79% |
| 3 Year | 7.34% | 7.34% | 7.56% |
| 5 Year | 5.5% | 5.5% | 5.7% |
SIP Return Analysis
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.38% | 1.38% | 1.48% |
| 1 Year | 6.79% | 6.79% | 7.03% |
| 3 Year | 7.6% | 7.6% | 7.79% |
| 5 Year | 6.74% | 6.74% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.48% | 7.48% | 7.97% |
| 3 Year | 7.22% | 7.22% | 7.6% |
| 5 Year | 7.35% | 7.35% | 7.7% |
Risk Management
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 1.25% | 1.25% | 1.08% |
| Sharp | 0.53% | 0.53% | 0.77% |
| Beta | 1.18% | 1.18% | 0.99% |
| Alpha | -0.16% | -0.16% | 0.14% |
Fund Managers
| Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Marzban Irani | Marzban Irani | Dwijendra Srivastava |
| Total AUM | ₹1914 Cr | ₹1914 Cr | ₹14140 Cr |
| Funds Managed | 6 | 6 | 14 |
| LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 99.99 | 99.99 | 100.02 |
Sector Allocation
| Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 99.99 | 99.99 | 100.02 |
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