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UTI Banking and Financial Services Fund 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
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹247 Cr | ₹247 Cr | ₹1128 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 |
Trailing Lumpsum Returns
| 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 | 5.32% | 5.32% | 3.98% |
| 6 Month | 1.36% | 1.36% | 4.06% |
| 1 Year | 3.65% | 3.65% | 13.74% |
| 3 Year | 14.76% | 14.76% | 18.21% |
| 5 Year | 17.72% | 17.72% | 22.18% |
SIP Return Analysis
| 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 | 6.79% | 6.79% | 8.89% |
| 1 Year | 6.12% | 6.12% | 16.29% |
| 3 Year | 11.34% | 11.34% | 18.98% |
| 5 Year | 13.59% | 13.59% | 18.35% |
Rolling Lumpsum Returns
| 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 | 11.11% | 11.11% | 14.67% |
| 3 Year | 8.3% | 8.3% | 13.36% |
| 5 Year | 7.28% | 7.28% | 11.7% |
Risk Management
| 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% | 14.251% |
| Sharp | 0.37% | 0.37% | 0.511% |
| Beta | 0.95% | 0.95% | 0.915% |
| Alpha | -1.65% | -1.65% | 3.729% |
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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 | 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 |
Market Cap
| 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 |
|---|---|---|---|
| Others | 4.03 | 4.03 | 10.02 |
| Small Cap | 29.4 | 29.4 | 16.31 |
| Mid Cap | 8.85 | 8.85 | 10.27 |
| Large Cap | 57.72 | 57.72 | 63.41 |
Sector Allocation
| 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 |
|---|---|---|---|
| Others | 3.16 | 3.16 | 4.54 |
| Financial Services | 93.76 | 93.76 | 95.39 |
| Consumer Cyclical | 1.56 | 1.56 | - |
| Technology | 1.52 | 1.52 | 0.08 |
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