Sundaram Financial Services Opportunities Fund Regular Plan vs LIC MF Banking And Financial Services Fund 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
Overview
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) | ₹247 Cr | ₹247 Cr | ₹1386 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 27 Mar 2015 | 27 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 | 2.14 |
Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Rohit Seksaria |
ISIN Code | INF767K01NH2 | INF767K01NH2 | INF903J01629 |
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 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% 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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|---|
1 Month | 7.9% | 7.9% | 10.18% |
6 Month | 1.79% | 1.79% | 5.04% |
1 Year | 9.84% | 9.84% | 17.11% |
3 Year | 14.78% | 14.78% | 21.19% |
5 Year | 20.53% | 20.53% | 26.56% |
SIP Return Analysis
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 | 6.19% | 6.19% | 8.97% |
1 Year | 6.1% | 6.1% | 13.11% |
3 Year | 11.35% | 11.35% | 20.58% |
5 Year | 13.6% | 13.6% | 20.46% |
Rolling Lumpsum Returns
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 | 11.11% | 11.11% | 15.9% |
3 Year | 8.3% | 8.3% | 13.42% |
5 Year | 7.28% | 7.28% | 13.25% |
Risk Management
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% | 14.334% |
Sharp | 0.37% | 0.37% | 0.693% |
Beta | 0.95% | 0.95% | 0.933% |
Alpha | -1.65% | -1.65% | 6.306% |
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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 | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|---|
Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Rohit Seksaria |
Total AUM | ₹2153 Cr | ₹2153 Cr | ₹0 Cr |
Funds Managed | 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 |
Market Cap
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 | 4.03 | 4.03 | 9.68 |
Small Cap | 29.4 | 29.4 | 25.26 |
Mid Cap | 8.85 | 8.85 | 5.9 |
Large Cap | 57.72 | 57.72 | 59.16 |
Sector Allocation
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 | 3.16 | 3.16 | 5.61 |
Financial Services | 93.76 | 93.76 | 94.39 |
Consumer Cyclical | 1.56 | 1.56 | - |
Technology | 1.52 | 1.52 | - |
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