12
Banking & FinancialAvoid
LIC MF BankIng And FIn Services
LIC · Direct–Growth · rank #31 of 31 by Smart Score
Data updated
Trailing returns
1 Year
-4.8%
-2.3% vs index
3 Years
6.5%
-2.1% vs index
5 Years
7.3%
-0.5% vs index
Since launch
7.4%
Year-by-year performance
2021
+11.3%-1.7% vs index
2022
+21.0%-0.9% vs index
2023
+22.0%+9.0% vs index
2024
+2.2%-3.8% vs index
2025
+18.0%+0.2% vs index
2026
-7.7%-1.8% vs index
Why this score
LIC MF BankIng And FIn Services scores 12/100 — #31 of 31 Banking & Financial fund (Avoid). The main drag is its 3y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
3Y return6.49% · 3rd percentile in category
5Y return7.35% · 4th percentile in category
Sharpe ratio0.00 · 6th percentile in category
Alpha-3.54 · 2nd percentile in category
Sortino ratio0.00 · 7th percentile in category
Expense ratio1.65% · 12th percentile in category
Top holdings
1.ICICI Bank Ltd13.61%
2.AU Small Finance Bank Ltd7.33%
3.Axis Bank Ltd5.32%
4.One 97 Communications Ltd5.24%
5.HDFC Bank Ltd5.08%
24 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.