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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) ₹261 Cr ₹261 Cr ₹1159 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 2.2
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 -1.76% -1.76% -0.21%
6 Month -6.84% -6.84% -2.51%
1 Year -1.44% -1.44% 7.24%
3 Year 8.75% 8.75% 11.54%
5 Year 8.11% 8.11% 9.88%

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 - - -
1 Year -5.15% -5.15% 3.72%
3 Year 8.55% 8.55% 14.57%
5 Year 11.86% 11.86% 15.84%

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% 14.94%
Sharp 0.24% 0.24% 0.62%
Beta 0.98% 0.98% 0.92%
Alpha -0.63% -0.63% 2.98%

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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
Fund Manage 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 1.99 1.99 1.06
Mid Cap 7.16 7.16 15.37
Large Cap 59.97 59.97 66.66
Small Cap 30.89 30.89 16.92

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 1.99 1.99 1.06
Finance 29.36 29.36 24.2
Banks 59.59 59.59 55.31
Capital Markets 7.96 7.96 10.68
Insurance 1.11 1.11 8.76

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