BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH vs LIC MF Banking & PSU Debt Fund compare
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Fund | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹115 Cr | ₹1868 Cr | ₹1868 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 13 Nov 2023 | 30 May 2007 | 30 May 2007 |
Category | Banking and PSU | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | BSE India Financials Bond Index | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
Turn Over | % | % | 16% |
Expense Ratio | 0.89 | 0.78 | 0.78 |
Manager | Siddharth Chaudhary | Marzban Irani | Marzban Irani |
ISIN Code | INF0QA701557 | INF767K01535 | INF767K01535 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 1.39% | 1.46% | 1.46% |
6 Month | 3.67% | 3.83% | 3.83% |
1 Year | 8.07% | 8.09% | 8.09% |
3 Year | - | 6.33% | 6.33% |
5 Year | - | 5.77% | 5.77% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.53% | 2.57% | 2.57% |
1 Year | 8.45% | 8.51% | 8.51% |
3 Year | - | 7.48% | 7.48% |
5 Year | - | 6.22% | 6.22% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.76% | 7.39% | 7.39% |
3 Year | - | 7.22% | 7.22% |
5 Year | - | 7.38% | 7.38% |
Risk Management
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | - | 1.02% | 1.02% |
Sharp | - | -0.64% | -0.64% |
Beta | - | 2% | 2% |
Alpha | - | 3.36% | 3.36% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Name | Siddharth Chaudhary | Marzban Irani | Marzban Irani |
Total AUM | ₹7136 Cr | ₹1914 Cr | ₹1914 Cr |
Funds Managed | 8 | 6 | 6 |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
Franklin India Debt Hybrid Fund - Growth
3Y Returns8.76%
Franklin India Debt Hybrid Fund - Growth
3Y Returns8.76%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns14.3%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns17.52%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns11.86%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.78%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.29%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns13.02%