LIC MF Banking And Financial Services Fund vs UTI Banking and Financial Services Fund 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 UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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 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 Very High Very High
Asset Size (Cr) ₹303 Cr ₹303 Cr ₹1141 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 23 Mar 2015 23 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 2.23
Manager Jaiprakash Toshniwal Jaiprakash Toshniwal Preethi R S
ISIN Code INF767K01NH2 INF767K01NH2 INF789F01372
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 Exit load of 1%, if redeemed within 30 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 UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month -4.35% -4.35% -4.19%
6 Month 1.94% 1.94% 7.33%
1 Year 9.21% 9.21% 22.28%
3 Year 7.9% 7.9% 11.56%
5 Year 9.19% 9.19% 11.01%

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 5.23% 5.23% 18.11%
3 Year 13.37% 13.37% 18.86%
5 Year 14.64% 14.64% 18.21%

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 11.5% 11.5% 14.8%
3 Year 7.88% 7.88% 13.37%
5 Year 7.07% 7.07% 11.82%

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% 14.94%
Sharp 0.3% 0.3% 0.62%
Beta 1% 1% 0.92%
Alpha 1.3% 1.3% 2.98%

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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 2.95 2.95 1.62
Large Cap 58.37 58.37 67.14
Small Cap 20.14 20.14 20.11
Mid Cap 18.55 18.55 11.15

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 1.8 1.8 1.21
Financial 95.22 95.22 94.29
Healthcare 2.99 2.99 -
Insurance - - 3.5
Services - - 1.02

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