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UTI Banking and Financial Services Fund 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 UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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 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) ₹247 Cr ₹247 Cr ₹1128 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 2.22
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

Trailing Lumpsum Returns

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 11.27% 11.27% 11.05%
6 Month 0.32% 0.32% 5.06%
1 Year 7.57% 7.57% 18.41%
3 Year 13.1% 13.1% 16.53%
5 Year 19.19% 19.19% 23.07%

SIP Return Analysis

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 6.19% 6.19% 8.9%
1 Year 6.1% 6.1% 17.51%
3 Year 11.35% 11.35% 19.11%
5 Year 13.6% 13.6% 18.43%

Rolling Lumpsum Returns

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 11.11% 11.11% 14.67%
3 Year 8.3% 8.3% 13.36%
5 Year 7.28% 7.28% 11.7%

Risk Management

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% 14.251%
Sharp 0.37% 0.37% 0.511%
Beta 0.95% 0.95% 0.915%
Alpha -1.65% -1.65% 3.729%

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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 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
Funds Managed 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

Market Cap

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 4.03 4.03 10.02
Small Cap 29.4 29.4 16.31
Mid Cap 8.85 8.85 10.27
Large Cap 57.72 57.72 63.41

Sector Allocation

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 3.16 3.16 4.54
Financial Services 93.76 93.76 95.39
Consumer Cyclical 1.56 1.56 -
Technology 1.52 1.52 0.08

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