LIC MF Banking And Financial Services Fund vs Quant BFSI Fund Regular 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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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 Quant BFSI Fund Regular - Growth
Fund LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹303 Cr ₹303 Cr ₹619 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 23 Mar 2015 23 Mar 2015 05 Jun 2023
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% %
Expense Ratio 2.42 2.42 2.32
Manager Jaiprakash Toshniwal Jaiprakash Toshniwal Sanjeev Sharma
ISIN Code INF767K01NH2 INF767K01NH2 INF966L01CA6
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
1 Month -4.37% -4.37% -1.1%
6 Month 1.99% 1.99% 8.94%
1 Year 14.4% 14.4% 51.67%
3 Year 8.31% 8.31% -
5 Year 10.47% 10.47% -

SIP Return Analysis

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
6 Month - - -
1 Year 6.75% 6.75% 24.32%
3 Year 26.01% 26.01% 27.5%
5 Year 48.26% 48.26% 27.5%

Rolling Lumpsum Returns

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
1 Year 11.55% 11.55% 50.45%
3 Year 7.88% 7.88% -
5 Year 7.07% 7.07% -

Risk Management

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
Standard Deviation 15.29% 15.29% -
Sharp 0.47% 0.47% -
Beta 0.99% 0.99% -
Alpha 2.67% 2.67% -

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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 Quant BFSI Fund Regular - Growth
Name Jaiprakash Toshniwal Jaiprakash Toshniwal Sanjeev Sharma
Total AUM ₹2153 Cr ₹2153 Cr ₹39731 Cr
Fund Manage 3 3 22
LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

LIC MF Banking & Financial Services Fund Regular-Growth

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

Quant BFSI Fund Regular - Growth

Others 2.95 2.95 27.79
Large Cap 58.37 58.37 51.5
Small Cap 20.14 20.14 20.71
Mid Cap 18.55 18.55 -

Sector Allocation

Scheme Name

LIC MF Banking & Financial Services Fund Regular-Growth

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

Quant BFSI Fund Regular - Growth

Others 1.8 1.8 -0.48
Financial 95.22 95.22 68.77
Healthcare 2.99 2.99 -
Energy - - 14.89
Insurance - - 16.82

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