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LIC MF Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹247 Cr | ₹247 Cr | ₹1386 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 27 Mar 2015 | 27 Mar 2015 | 10 Jun 2008 |
| 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% | 58% |
| Expense Ratio | 2.42 | 2.42 | 2.14 |
| Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Rohit Seksaria |
| ISIN Code | INF767K01NH2 | INF767K01NH2 | INF903J01629 |
| 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 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.38% | -1.38% | -0.47% |
| 6 Month | -9.04% | -9.04% | -7.64% |
| 1 Year | -3.83% | -3.83% | 3.09% |
| 3 Year | 9.44% | 9.44% | 15.57% |
| 5 Year | 8.14% | 8.14% | 13.49% |
SIP Return Analysis
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | -11.67% | -11.67% | -6.71% |
| 3 Year | 5.81% | 5.81% | 14.17% |
| 5 Year | 10.39% | 10.39% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 11.11% | 11.11% | 15.9% |
| 3 Year | 8.3% | 8.3% | 13.42% |
| 5 Year | 7.28% | 7.28% | 13.25% |
Risk Management
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.29% | 15.29% | 14.505% |
| Sharp | 0.24% | 0.24% | 0.663% |
| Beta | 0.98% | 0.98% | 0.934% |
| Alpha | -0.63% | -0.63% | 6.487% |
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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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Rohit Seksaria |
| Total AUM | ₹2153 Cr | ₹2153 Cr | ₹0 Cr |
| Fund Manage | 3 | 3 | 15 |
| LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 1.99 | 1.99 | 4.32 |
| Mid Cap | 7.16 | 7.16 | 6.8 |
| Large Cap | 59.97 | 59.97 | 61.19 |
| Small Cap | 30.89 | 30.89 | 27.27 |
Sector Allocation
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 1.99 | 1.99 | 4.32 |
| Finance | 29.36 | 29.36 | 22.74 |
| Banks | 59.59 | 59.59 | 63.87 |
| Capital Markets | 7.96 | 7.96 | 5.31 |
| Insurance | 1.11 | 1.11 | 2.23 |
| Financial Technology (Fintech) | - | - | 1.11 |
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