- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Banking and PSU Debt Fund Regular Plan vs LIC MF Banking & PSU Debt Fund 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) | ₹1900 Cr | ₹1900 Cr | ₹471 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | 0.17% | 0.17% | 0.34% |
| 6 Month | 4.61% | 4.61% | 4.52% |
| 1 Year | 7.8% | 7.8% | 7.89% |
| 3 Year | 7.17% | 7.17% | 7.41% |
| 5 Year | 5.55% | 5.55% | 5.6% |
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 | 1.07% | 1.07% | 1.24% |
| 1 Year | 7.31% | 7.31% | 7.51% |
| 3 Year | 7.62% | 7.62% | 7.82% |
| 5 Year | 6.56% | 6.56% | 6.72% |
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 | 7.45% | 7.45% | 7.95% |
| 3 Year | 7.22% | 7.22% | 7.61% |
| 5 Year | 7.36% | 7.36% | 7.76% |
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 | 1.02% | 1.02% | 1.18% |
| Sharp | -0.64% | -0.64% | -0.49% |
| Beta | 2% | 2% | 2.28% |
| Alpha | 3.36% | 3.36% | 3.99% |
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 | 100 | 100 | 100 |
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 | 100 | 100 | 100 |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.03%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.05%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns16.47%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.72%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.26%
