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UTI Banking and Financial Services Fund 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 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) ₹282 Cr ₹282 Cr ₹1356 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 0.63% 0.63% 0.46%
6 Month 16.08% 16.08% 17.27%
1 Year 5.22% 5.22% 12.79%
3 Year 17.61% 17.61% 21.17%
5 Year 18.75% 18.75% 21.83%

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 11.26% 11.26% 9.6%
1 Year 21.8% 21.8% 23.04%
3 Year 13.53% 13.53% 19.08%
5 Year 14.44% 14.44% 17.81%

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 10.54% 10.54% 14.58%
3 Year 8.71% 8.71% 13.47%
5 Year 7.68% 7.68% 11.81%

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% 14.09%
Sharp 0.93% 0.93% 1.16%
Beta 0.99% 0.99% 0.89%
Alpha -1.32% -1.32% 6.00%

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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 4.24 4.24 6.9
Mid Cap 12.01 12.01 9.22
Small Cap 28.52 28.52 18.56
Large Cap 55.23 55.23 65.32

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 2.21 2.21 2.04
Financial Services 93.4 93.4 97.47
Consumer Cyclical 1.74 1.74 -
Technology 2.66 2.66 0.49

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