Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

tortoise-icon LIC MF ELSS Regular Plan-Growth

Invest Now

tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹15413 Cr ₹1093 Cr ₹1093 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 02 Apr 1996 17 Apr 2000 17 Apr 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% % 84%
Expense Ratio 1.7 2.13 2.13
Manager Dhruv Muchhal Karan Doshi Karan Doshi
ISIN Code INF179K01BB8 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month 4.48% 2.26% 2.26%
6 Month -0.83% -3.07% -3.07%
1 Year 16.61% 17.04% 17.04%
3 Year 21.92% 14.92% 14.92%
5 Year 28.84% 22.55% 22.55%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month 3.07% 0.45% 0.45%
1 Year 3.96% -0.3% -0.3%
3 Year 22.35% 16.75% 16.75%
5 Year 23.27% 16.58% 16.58%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 17.75% 12.59% 12.59%
3 Year 15.14% 12.91% 12.91%
5 Year 14.93% 11.77% 11.77%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 12.311% 13.827% 13.827%
Sharp 1.077% 0.433% 0.433%
Beta 0.848% 0.878% 0.878%
Alpha 7.78% 0.324% 0.324%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Dhruv Muchhal Karan Doshi Karan Doshi
Total AUM ₹520687 Cr ₹2592 Cr ₹2592 Cr
Funds Managed 40 5 5
HDFC ELSS Tax saver Fund - Growth Plan LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 7.25 4.3 4.3
Large Cap 75.98 63.76 63.76
Mid Cap 6.34 14.49 14.49
Small Cap 10.42 17.45 17.45

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 6.95 3.55 3.55
Communication Services 5.85 1.11 1.11
Energy 0.59 1.84 1.84
Technology 6.67 8.12 8.12
Basic Materials 5.51 6.62 6.62
Industrials 5.95 16.66 16.66
Financial Services 40.82 28.82 28.82
Healthcare 10.74 4.27 4.27
Consumer Cyclical 13.5 20.62 20.62
Utilities 1.27 - -
Real Estate 1.15 - -
Consumer Defensive 1.02 8.4 8.4

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.6%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns8.22%

Compare Now

HSBC Aggressive Hybrid Active FOF - Growth HSBC Aggressive Hybrid Active FOF - Growth

3Y Returns12.12%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns14.33%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns16.94%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns17%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns17.91%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns17.86%

Compare Now
Add to Cart Successfully