UTI Banking and Financial Services Fund 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
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹261 Cr | ₹261 Cr | ₹1159 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 27 Mar 2015 | 27 Mar 2015 | 01 Aug 2005 |
| 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% | 20% |
| Expense Ratio | 2.42 | 2.42 | 2.2 |
| Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Preethi R S |
| ISIN Code | INF767K01NH2 | INF767K01NH2 | INF789F01372 |
| 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 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 4.09% | 4.09% | 3.75% |
| 6 Month | -0.17% | -0.17% | 5.49% |
| 1 Year | 2.87% | 2.87% | 13.15% |
| 3 Year | 13.99% | 13.99% | 15.68% |
| 5 Year | 9.87% | 9.87% | 11.19% |
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 10.5% | 10.5% | 19.75% |
| 3 Year | 15.22% | 15.22% | 20.23% |
| 5 Year | 15.77% | 15.77% | 19.08% |
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 11.5% | 11.5% | 14.8% |
| 3 Year | 7.88% | 7.88% | 13.37% |
| 5 Year | 7.07% | 7.07% | 11.82% |
| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 15.29% | 15.29% | 14.94% |
| Sharp | 0.5% | 0.5% | 0.62% |
| Beta | 0.98% | 0.98% | 0.92% |
| Alpha | 1.83% | 1.83% | 2.98% |
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| Scheme Name | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Preethi R S |
| Total AUM | ₹2153 Cr | ₹2153 Cr | ₹1002 Cr |
| Fund Manage | 3 | 3 | 1 |
| LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 1.99 | 1.99 | 1.06 |
| Mid Cap | 7.16 | 7.16 | 15.37 |
| Large Cap | 59.97 | 59.97 | 66.66 |
| Small Cap | 30.89 | 30.89 | 16.92 |
| Scheme Name |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 1.99 | 1.99 | 1.06 |
| Finance | 29.36 | 29.36 | 24.2 |
| Banks | 59.59 | 59.59 | 55.31 |
| Capital Markets | 7.96 | 7.96 | 10.68 |
| Insurance | 1.11 | 1.11 | 8.76 |
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