LIC MF Banking & PSU Debt Fund vs Sundaram Banking and PSU Debt Fund Regular Plan compare
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Sundaram Banking and PSU Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
Fund | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹1932 Cr | ₹1932 Cr | ₹471 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹250 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 30 May 2007 | 30 May 2007 | 30 Dec 2004 |
Category | Banking and PSU | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI | Nifty Banking and PSU Debt Index A-II |
Turn Over | % | 16% | 18% |
Expense Ratio | 0.78 | 0.78 | 0.41 |
Manager | Marzban Irani | Marzban Irani | Dwijendra Srivastava |
ISIN Code | INF767K01535 | INF767K01535 | INF903J01IN3 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.13% | 0.13% | 0.24% |
6 Month | 5.32% | 5.32% | 5.11% |
1 Year | 9.37% | 9.37% | 9.35% |
3 Year | 7.31% | 7.31% | 7.58% |
5 Year | 5.58% | 5.58% | 5.65% |
SIP Return Analysis
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 2.53% | 2.53% | 2.4% |
1 Year | 9.75% | 9.75% | 9.48% |
3 Year | 8.25% | 8.25% | 8.33% |
5 Year | 6.81% | 6.81% | 6.88% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 7.41% | 7.41% | 7.94% |
3 Year | 7.21% | 7.21% | 7.61% |
5 Year | 7.36% | 7.36% | 7.77% |
Risk Management
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 1.02% | 1.02% | 1.18% |
Sharp | -0.64% | -0.64% | -0.49% |
Beta | 2% | 2% | 2.28% |
Alpha | 3.36% | 3.36% | 3.99% |
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Fund Managers
Scheme Name | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
Name | Marzban Irani | Marzban Irani | Dwijendra Srivastava |
Total AUM | ₹1914 Cr | ₹1914 Cr | ₹14140 Cr |
Funds Managed | 6 | 6 | 14 |
LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth | Sundaram Banking and PSU Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
Sundaram Banking and PSU Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
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