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 | -4.35% | -4.35% | -5.28% |
| 6 Month | 1.94% | 1.94% | 2.91% |
| 1 Year | 9.29% | 9.29% | 16.95% |
| 3 Year | 10.11% | 10.11% | 15.2% |
| 5 Year | 9.96% | 9.96% | 14.99% |
| 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 | 5.23% | 5.23% | 12.05% |
| 3 Year | 13.37% | 13.37% | 21.82% |
| 5 Year | 14.64% | 14.64% | 21.07% |
| 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 | 11.5% | 11.5% | 16.22% |
| 3 Year | 7.88% | 7.88% | 13.25% |
| 5 Year | 7.07% | 7.07% | 13.15% |
| 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 | 0.3% | 0.3% | 0.9% |
| Beta | 1% | 1% | 0.9% |
| Alpha | 1.3% | 1.3% | 6.92% |
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| 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 |
| 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 | 5.02 |
| Large Cap | 58.37 | 58.37 | 58.86 |
| Small Cap | 20.14 | 20.14 | 29.57 |
| Mid Cap | 18.55 | 18.55 | 6.67 |
| 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 | 5.02 |
| Financial | 95.22 | 95.22 | - |
| Healthcare | 2.99 | 2.99 | - |
| Finance | - | - | 23.92 |
| Banks | - | - | 60.7 |
| Capital Markets | - | - | 7.17 |
| Financial Technology (Fintech) | - | - | 1.03 |
| Insurance | - | - | 2.28 |
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