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) | ₹303 Cr | ₹303 Cr | ₹1141 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 23 Mar 2015 | 23 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 | 2.23 |
| Manager | Jaiprakash Toshniwal | Jaiprakash Toshniwal | Preethi R S |
| ISIN Code | INF767K01NH2 | INF767K01NH2 | INF789F01372 |
| 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 30 days./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 | -4.47% | -4.47% | -0.5% |
| 6 Month | 2.21% | 2.21% | 12.29% |
| 1 Year | 7.08% | 7.08% | 25.86% |
| 3 Year | 6.8% | 6.8% | 12.06% |
| 5 Year | 9.15% | 9.15% | 11.73% |
| 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 | 5.23% | 5.23% | 18.11% |
| 3 Year | 13.37% | 13.37% | 18.86% |
| 5 Year | 14.64% | 14.64% | 18.21% |
| 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 | 0.3% | 0.3% | 0.62% |
| Beta | 1% | 1% | 0.92% |
| Alpha | 1.3% | 1.3% | 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 | 2.95 | 2.95 | 1.62 |
| Large Cap | 58.37 | 58.37 | 67.14 |
| Small Cap | 20.14 | 20.14 | 20.11 |
| Mid Cap | 18.55 | 18.55 | 11.15 |
| 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 | 1.8 | 1.8 | 1.21 |
| Financial | 95.22 | 95.22 | 94.29 |
| Healthcare | 2.99 | 2.99 | - |
| Insurance | - | - | 3.5 |
| Services | - | - | 1.02 |
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