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LIC MF Banking And Financial Services Fund vs UTI Banking and Financial Services Fund compare
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹247 Cr | ₹247 Cr | ₹1128 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 27 Mar 2015 | 27 Mar 2015 | 01 Aug 2005 |
| 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% | 20% |
| Expense Ratio | 2.42 | 2.42 | 2.22 |
| Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Preethi R S |
| ISIN Code | INF767K01NH2 | INF767K01NH2 | INF789F01372 |
| 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 | UTI Banking and Financial Services Fund - Growth charges 1.0% 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 | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -1.38% | -1.38% | 1.09% |
| 6 Month | -9.04% | -9.04% | -3.58% |
| 1 Year | -3.83% | -3.83% | 6.25% |
| 3 Year | 9.44% | 9.44% | 12.48% |
| 5 Year | 8.14% | 8.14% | 10.27% |
SIP Return Analysis
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | -12.18% | -12.18% | -1.35% |
| 3 Year | 5.7% | 5.7% | 12.66% |
| 5 Year | 10.72% | 10.72% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 11.11% | 11.11% | 14.67% |
| 3 Year | 8.3% | 8.3% | 13.36% |
| 5 Year | 7.28% | 7.28% | 11.7% |
Risk Management
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 15.29% | 15.29% | 14.589% |
| Sharp | 0.24% | 0.24% | 0.442% |
| Beta | 0.98% | 0.98% | 0.925% |
| Alpha | -0.63% | -0.63% | 3.368% |
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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 | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Preethi R S |
| Total AUM | ₹2153 Cr | ₹2153 Cr | ₹1002 Cr |
| Fund Manage | 3 | 3 | 1 |
| LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 1.99 | 1.99 | 1.06 |
| Mid Cap | 7.16 | 7.16 | 15.37 |
| Large Cap | 59.97 | 59.97 | 66.66 |
| Small Cap | 30.89 | 30.89 | 16.92 |
Sector Allocation
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 1.99 | 1.99 | 1.06 |
| Finance | 29.36 | 29.36 | 24.2 |
| Banks | 59.59 | 59.59 | 55.31 |
| Capital Markets | 7.96 | 7.96 | 10.68 |
| Insurance | 1.11 | 1.11 | 8.76 |
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