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

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LIC MF Banking & Financial Services Fund Regular-Growth

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

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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)	₹282 Cr	₹282 Cr	₹1605 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

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	-1.33%	-1.33%	-3.36%
6 Month	15.29%	15.29%	12.03%
1 Year	5.87%	5.87%	5.44%
3 Year	14.57%	14.57%	20.23%
5 Year	18.97%	18.97%	23.48%

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	8.59%	8.59%	4.56%
1 Year	19.16%	19.16%	12.83%
3 Year	13.29%	13.29%	17.7%
5 Year	14.31%	14.31%	18.47%

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	10.54%	10.54%	15.39%
3 Year	8.71%	8.71%	13.68%
5 Year	7.68%	7.68%	13.35%

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%	13.94%
Sharp	0.93%	0.93%	1.31%
Beta	0.99%	0.99%	0.90%
Alpha	-1.32%	-1.32%	7.91%

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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