Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Financial Services Opportunities Fund Regular Plan 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 Sundaram Financial Services Opportunities Fund Regular Plan - 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 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%

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 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 -

Top Comparisons

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns14.95%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns17.05%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns6.71%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.1%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns12.51%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns12.51%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.55%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.01%

Compare Now
Add to Cart Successfully