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LIC MF Banking And Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3650 Cr ₹247 Cr ₹247 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 30 Jun 2021 27 Mar 2015 27 Mar 2015
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 26.23% % 46%
Expense Ratio 1.9 2.42 2.42
Manager Dhruv Muchhal Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF179KC1BJ4 INF767K01NH2 INF767K01NH2
Exits Load HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month 4.72% 5.62% 5.62%
6 Month -6.97% -8.87% -8.87%
1 Year 7.6% 1.95% 1.95%
3 Year 13.9% 11.19% 11.19%
5 Year - 20.01% 20.01%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month -0.56% -1.7% -1.7%
1 Year -0.14% -5.93% -5.93%
3 Year 14.11% 8.12% 8.12%
5 Year - 11.86% 11.86%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 18.94% 11.11% 11.11%
3 Year 14.3% 8.3% 8.3%
5 Year - 7.28% 7.28%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 14.282% 15.29% 15.29%
Sharp 0.49% 0.32% 0.32%
Beta 0.925% 0.97% 0.97%
Alpha 3.907% -1.16% -1.16%

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Fund Managers

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Dhruv Muchhal Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹520687 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 40 3 3
HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 2.73 4.03 4.03
Small Cap 20 29.4 29.4
Large Cap 63.5 57.72 57.72
Mid Cap 13.77 8.85 8.85

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Others 1.09 1.89 1.89
Financial Services 96.99 95.03 95.03
Technology 0.55 1.52 1.52
Healthcare 1.37 - -
Consumer Cyclical - 1.56 1.56

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