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

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tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

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

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tortoise-icon 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) ₹247 Cr ₹247 Cr ₹1386 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

Trailing Lumpsum Returns

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 3.6% 3.6% 1.97%
6 Month 7.75% 7.75% 10.11%
1 Year 9.84% 9.84% 13.32%
3 Year 19.4% 19.4% 25.59%
5 Year 22.27% 22.27% 28.74%

SIP Return Analysis

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 9.63% 9.63% 9.95%
1 Year 13.19% 13.19% 16.03%
3 Year 12.7% 12.7% 20.48%
5 Year 14.07% 14.07% 20.11%

Rolling Lumpsum Returns

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 11.11% 11.11% 15.9%
3 Year 8.3% 8.3% 13.42%
5 Year 7.28% 7.28% 13.25%

Risk Management

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% 14.334%
Sharp 0.58% 0.58% 0.693%
Beta 0.97% 0.97% 0.933%
Alpha -2.06% -2.06% 6.306%

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Fund Managers

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

Market Cap

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

Others 5.49 5.49 9.68
Mid Cap 9.76 9.76 5.9
Small Cap 25.75 25.75 25.26
Large Cap 59.01 59.01 59.16

Sector Allocation

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

Others 5.49 5.49 5.61
Finance 27.53 27.53 -
Capital Markets 6.31 6.31 -
Banks 59.6 59.6 -
Insurance 1.08 1.08 -
Financial Services - - 94.39

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