Quant BFSI Fund Regular vs LIC MF Banking And Financial Services Fund compare

Link copied to clipboard!

tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Invest Now

tortoise-icon Quant BFSI Fund Regular - Growth

Invest Now

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 Quant BFSI Fund Regular - Growth
Fund LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹303 Cr ₹303 Cr ₹619 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 23 Mar 2015 23 Mar 2015 05 Jun 2023
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% %
Expense Ratio 2.42 2.42 2.32
Manager Jaiprakash Toshniwal Jaiprakash Toshniwal Sanjeev Sharma
ISIN Code INF767K01NH2 INF767K01NH2 INF966L01CA6
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 15 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 Quant BFSI Fund Regular - Growth
1 Month 6.23% 6.23% -1.1%
6 Month 14.24% 14.24% 8.94%
1 Year 13.7% 13.7% 51.67%
3 Year 11.17% 11.17% -
5 Year 12.83% 12.83% -

SIP Return Analysis

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
6 Month - - -
1 Year 6.75% 6.75% 24.32%
3 Year 26.01% 26.01% 27.5%
5 Year 48.26% 48.26% 27.5%

Rolling Lumpsum Returns

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
1 Year 15.71% 15.71% 28.15%
3 Year 42.04% 42.04% 28.15%
5 Year 55.94% 55.94% 28.15%

Risk Management

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
Standard Deviation 15.29% 15.29% -
Sharp 0.44% 0.44% -
Beta 0.99% 0.99% -
Alpha 2.92% 2.92% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth
Name Jaiprakash Toshniwal Jaiprakash Toshniwal Sanjeev Sharma
Total AUM ₹2153 Cr ₹2153 Cr ₹39731 Cr
Fund Manage 3 3 22
LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Quant BFSI Fund Regular - Growth

Others 2.95 2.95 27.79
Large Cap 58.37 58.37 51.5
Small Cap 20.14 20.14 20.71
Mid Cap 18.55 18.55 -

Sector Allocation

Scheme Name

LIC MF Banking & Financial Services Fund Regular-Growth

LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Quant BFSI Fund Regular - Growth

Others 1.8 1.8 -0.48
Financial 95.22 95.22 68.77
Healthcare 2.99 2.99 -
Energy - - 14.89
Insurance - - 16.82

Top Comparisons

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.45%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns5.86%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns17.37%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns17.37%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns23.27%

VS

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully