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Sundaram Financial Services Opportunities Fund Regular Plan vs LIC MF 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 Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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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 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 7.68% 7.68% 6.84%
6 Month -7.8% -7.8% -6.75%
1 Year 4.79% 4.79% 8.24%
3 Year 12.42% 12.42% 17.98%
5 Year 19.35% 19.35% 25.23%

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 -1.7% -1.7% -0.1%
1 Year -5.93% -5.93% -2.09%
3 Year 8.12% 8.12% 16.3%
5 Year 11.86% 11.86% 18.22%

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 0.32% 0.32% 0.693%
Beta 0.97% 0.97% 0.933%
Alpha -1.16% -1.16% 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 1.89 1.89 5.61
Financial Services 95.03 95.03 94.39
Consumer Cyclical 1.56 1.56 -
Technology 1.52 1.52 -

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