LIC MF Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan 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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tortoise-icon Sundaram Financial Services Opportunities 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 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

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 -4.37% -4.37% 0.99%
6 Month 1.99% 1.99% 14.76%
1 Year 14.4% 14.4% 30.95%
3 Year 8.31% 8.31% 19.35%
5 Year 10.47% 10.47% 18.89%

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 6.75% 6.75% 12.5%
3 Year 26.01% 26.01% 40.26%
5 Year 48.26% 48.26% 71.75%

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 11.55% 11.55% 16.39%
3 Year 7.88% 7.88% 13.33%
5 Year 7.07% 7.07% 13.15%

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% 14.56%
Sharp 0.47% 0.47% 0.9%
Beta 0.99% 0.99% 0.9%
Alpha 2.67% 2.67% 6.92%

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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 2.95 2.95 5.48
Large Cap 58.37 58.37 71.45
Small Cap 20.14 20.14 19.74
Mid Cap 18.55 18.55 3.32

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 1.8 1.8 3.12
Financial 95.22 95.22 92.18
Healthcare 2.99 2.99 -
Insurance - - 2.71
Unclassified - - 1.98

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