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