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SBI Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹7999 Cr | ₹273 Cr | ₹273 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 26 Feb 2015 | 27 Mar 2015 | 27 Mar 2015 |
| 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 | 84% | % | 46% |
| Expense Ratio | 1.81 | 2.42 | 2.42 |
| Manager | Pradeep Kesavan | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF200KA1473 | INF767K01NH2 | INF767K01NH2 |
| Exits Load | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 4.42% | 3.42% | 3.42% |
| 6 Month | 11.95% | 10.19% | 10.19% |
| 1 Year | 13.79% | 3.26% | 3.26% |
| 3 Year | 24.12% | 19.24% | 19.24% |
| 5 Year | 23.04% | 19.06% | 19.06% |
SIP Return Analysis
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 12.95% | 13.22% | 13.22% |
| 1 Year | 28.01% | 22.24% | 22.24% |
| 3 Year | 24.28% | 14.6% | 14.6% |
| 5 Year | 20.49% | 15.13% | 15.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 17.32% | 10.54% | 10.54% |
| 3 Year | 15.07% | 8.71% | 8.71% |
| 5 Year | 13.5% | 7.68% | 7.68% |
Risk Management
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.46% | 15.29% | 15.29% |
| Sharp | 1.02% | 0.73% | 0.73% |
| Beta | 0.83% | 0.96% | 0.96% |
| Alpha | 6.17% | -0.48% | -0.48% |
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Fund Managers
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹434274 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 43 | 3 | 3 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.18 | 1.71 | 1.71 |
| Mid Cap | 20.01 | 10.35 | 10.35 |
| Large Cap | 67 | 59.95 | 59.95 |
| Small Cap | 9.81 | 27.99 | 27.99 |
Sector Allocation
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.18 | 1.71 | 1.71 |
| Financial Services | 96.82 | - | - |
| Finance | - | 32.28 | 32.28 |
| Capital Markets | - | 5.09 | 5.09 |
| Banks | - | 59.7 | 59.7 |
| Insurance | - | 1.22 | 1.22 |
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