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
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 | Very High | Very High |
Asset Size (Cr) | ₹303 Cr | ₹303 Cr | ₹1386 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 23 Mar 2015 | 23 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 | 2.11 |
Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Rohit Seksaria |
ISIN Code | INF767K01NH2 | INF767K01NH2 | INF903J01629 |
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 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
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 | 3.79% | 3.79% | 0.99% |
6 Month | 8.14% | 8.14% | 14.76% |
1 Year | 13.76% | 13.76% | 30.95% |
3 Year | 10.5% | 10.5% | 19.35% |
5 Year | 12.81% | 12.81% | 18.89% |
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 | 6.75% | 6.75% | 12.5% |
3 Year | 26.01% | 26.01% | 40.26% |
5 Year | 48.26% | 48.26% | 71.75% |
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 | 15.71% | 15.71% | 21.17% |
3 Year | 42.04% | 42.04% | 57.22% |
5 Year | 55.94% | 55.94% | 81.29% |
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% | 14.56% |
Sharp | 0.57% | 0.57% | 0.9% |
Beta | 0.94% | 0.94% | 0.9% |
Alpha | 2.29% | 2.29% | 6.92% |
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Get Free Experts GuidanceScheme 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 |
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 |
---|---|---|---|
Large Cap | 58.37 | 58.37 | 71.45 |
Mid Cap | 18.55 | 18.55 | 3.32 |
Small Cap | 20.14 | 20.14 | 19.74 |
Others | 2.95 | 2.95 | 5.48 |
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 |
---|---|---|---|
Financial | 95.22 | 95.22 | 92.18 |
Healthcare | 2.99 | 2.99 | - |
Others | 1.8 | 1.8 | 3.12 |
Unclassified | - | - | 1.98 |
Insurance | - | - | 2.71 |
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