LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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

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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 Average
Asset Size (Cr) ₹15678 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 05 Mar 1996 31 Mar 1997 31 Mar 1997
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 1.73 2.13 2.13
Manager Dhruv Muchhal Karan Doshi Karan Doshi
ISIN Code INF179K01BB8 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/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 -1.75% -1.12% -1.12%
6 Month 6.63% 9.14% 9.14%
1 Year 34.97% 29.01% 29.01%
3 Year 21.3% 14.15% 14.15%
5 Year 20.89% 16.11% 16.11%

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 - - -
1 Year - 17.91% 17.91%
3 Year - 20.73% 20.73%
5 Year - 19.65% 19.65%

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 17.61% 12.31% 12.31%
3 Year 14.99% 12.84% 12.84%
5 Year 14.82% 11.63% 11.63%

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 11.39% 12.19% 12.19%
Sharp 1.57% 0.93% 0.93%
Beta 0.85% 0.88% 0.88%
Alpha 6.77% 0.01% 0.01%

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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
Fund Manage 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 8.08 2.84 -
Large Cap 77.32 61.73 -
Small Cap 7.54 17.23 -
Mid Cap 7.06 18.2 -

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 7.82 1.7 -
Telecom - Services 5.14 - -
Petroleum Products 0.2 - -
IT - Software 10.43 - -
Construction 1.02 3.18 -
Banks 36.46 - -
Agricultural, Commercial & Construction Vehicles 1.32 - -
Pharmaceuticals & Biotechnology 7.77 - -
Automobiles 6.42 - -
Aerospace & Defense 2.35 - -
Ferrous Metals 0.78 - -
Healthcare Services 4.59 - -
Insurance 4.98 - -
IT - Services 0.64 - -
Transport Services 0.26 - -
Consumer Durables 1.79 - -
Oil 0.79 - -
Entertainment 0.39 - -
Auto Components 0.17 - -
Retailing 0.96 - -
Power 1.96 - -
Realty 2.29 - -
Beverages 0.9 - -
Commercial Services & Supplies 0.57 - -
Energy - 2.07 -
Technology - 8.75 -
Automobile - 9.73 -
Healthcare - 3.07 -
Consumer Staples - 7.91 -
Financial - 28.72 -
Materials - 2.69 -
Chemicals - 3.61 -
Services - 8.55 -
Capital Goods - 10.82 -
Metals & Mining - 1.58 -
Consumer Discretionary - 5.99 -
Diversified - 1.63 -

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