13
Banking & FinancialAvoid
LIC MF BankIng And FIn Services
LIC · Direct–Growth · rank #30 of 31 by Smart Score
Data updated
Trailing returns
1 Year
8.2%
+1.3% vs index
3 Years
9.1%
-0.2% vs index
5 Years
9.6%
-0.2% vs index
Since launch
8.1%
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
-2.2%+1.4% vs index
Why this score
LIC MF BankIng And FIn Services scores 13/100 — #30 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 return9.09% · 3rd percentile in category
5Y return9.61% · 12th percentile in category
Sharpe ratio0.15 · 6th percentile in category
Alpha-1.64 · 2nd percentile in category
Expense ratio1.72% · 8th percentile in category
Sortino ratio0.21 · 7th percentile in category
Top holdings
1.ICICI Bank Ltd14.04%
2.Axis Bank Ltd8.9%
3.HDFC Bank Ltd8.22%
4.AU Small Finance Bank Ltd5.76%
5.Bajaj Finance Ltd5.49%
25 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.