16
Banking & FinancialAvoid
LIC MF BankIng And FIn Services
LIC · Direct–Growth · rank #29 of 31 by Smart Score
Data updated
Trailing returns
1 Year
3.0%
+1.6% vs index
3 Years
7.8%
+0.3% vs index
5 Years
9.1%
+0.2% vs index
Since launch
8.0%
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
-2.9%+2.1% vs index
Why this score
LIC MF BankIng And FIn Services scores 16/100 — #29 of 31 Banking & Financial fund (Avoid). The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
3Y return7.83% · 8th percentile in category
5Y return9.14% · 12th percentile in category
Sharpe ratio0.08 · 10th percentile in category
Alpha-1.14 · 6th percentile in category
Expense ratio1.64% · 11th percentile in category
Sortino ratio0.12 · 11th percentile in category
Top holdings
1.ICICI Bank Ltd13.98%
2.AU Small Finance Bank Ltd7.36%
3.Axis Bank Ltd5.27%
4.One 97 Communications Ltd5.01%
5.Bajaj Finance Ltd5%
24 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.