UTI Banking and Financial Services Fund 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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UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹273 Cr	₹273 Cr	₹1295 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹500
Min Addl Investment	₹500	₹500	₹1000
Launch Date	27 Mar 2015	27 Mar 2015	01 Aug 2005
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%	20%
Expense Ratio	2.42	2.42	2.22
Manager	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Preethi R S
ISIN Code	INF767K01NH2	INF767K01NH2	INF789F01372
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	UTI Banking and Financial Services Fund - Growth charges 1.0% 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	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month	3.42%	3.42%	3.78%
6 Month	10.19%	10.19%	12.2%
1 Year	3.26%	3.26%	11.83%
3 Year	19.24%	19.24%	23.05%
5 Year	19.06%	19.06%	22.55%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	11.94%	11.94%	11.37%
1 Year	21.15%	21.15%	24.53%
3 Year	13.28%	13.28%	19.53%
5 Year	14.41%	14.41%	18.17%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	10.54%	10.54%	14.58%
3 Year	8.71%	8.71%	13.47%
5 Year	7.68%	7.68%	11.81%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	15.29%	15.29%	14.77%
Sharp	0.73%	0.73%	0.87%
Beta	0.96%	0.96%	0.91%
Alpha	-0.48%	-0.48%	4.56%

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Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Preethi R S
Total AUM	₹2153 Cr	₹2153 Cr	₹1002 Cr
Funds Managed	3	3	1
	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option