LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk | Very High Risk |
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 | -1.05% | -4.61% | -4.61% |
6 Month | -6.39% | -8.46% | -8.46% |
1 Year | 9.44% | 11.4% | 11.4% |
3 Year | 20.9% | 12.83% | 12.83% |
5 Year | 19.97% | 12.95% | 12.95% |
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 | -2.17% | -4.02% | -4.02% |
3 Year | 20.36% | 14.24% | 14.24% |
5 Year | 22.84% | 15.84% | 15.84% |
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 | 12.292% | 13.098% | 13.098% |
Sharp | 1.092% | 0.578% | 0.578% |
Beta | 0.873% | 0.857% | 0.857% |
Alpha | 6.589% | 0.89% | 0.89% |
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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 | 7.59 | 1.15 | 1.15 |
Large Cap | 77.22 | 63.81 | 63.81 |
Mid Cap | 5.65 | 15.76 | 15.76 |
Small Cap | 9.54 | 19.31 | 19.31 |
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 | 7.59 | 1.15 | 1.15 |
Telecom - Services | 5.35 | - | - |
Petroleum Products | 0.17 | 1.8 | 1.8 |
IT - Software | 8.25 | 9.31 | 9.31 |
Cement & Cement Products | 1.56 | 2.69 | 2.69 |
Construction | 1.02 | 2.19 | 2.19 |
Banks | 36.8 | 21.22 | 21.22 |
Agricultural, Commercial & Construction Vehicles | 1.18 | - | - |
Pharmaceuticals & Biotechnology | 7.45 | 3.66 | 3.66 |
Automobiles | 8.99 | 4.55 | 4.55 |
Aerospace & Defense | 1.47 | - | - |
Ferrous Metals | 1.12 | - | - |
Healthcare Services | 4.39 | - | - |
Insurance | 5.76 | - | - |
IT - Services | 0.55 | 1.08 | 1.08 |
Transport Services | 0.22 | 1.46 | 1.46 |
Consumer Durables | 1.95 | 7.53 | 7.53 |
Oil | 0.42 | - | - |
Entertainment | 0.31 | - | - |
Fertilizers & Agrochemicals | 0.18 | 3.1 | 3.1 |
Auto Components | 0.15 | 5.1 | 5.1 |
Retailing | 0.84 | 6.9 | 6.9 |
Power | 1.31 | - | - |
Realty | 1.44 | - | - |
Beverages | 1 | 1.7 | 1.7 |
Commercial Services & Supplies | 0.53 | - | - |
Diversified FMCG | - | 3.12 | 3.12 |
Chemicals & Petrochemicals | - | 2.52 | 2.52 |
Electrical Equipment | - | 3.25 | 3.25 |
Finance | - | 5.65 | 5.65 |
Industrial Products | - | 7.22 | 7.22 |
Leisure Services | - | 1.24 | 1.24 |
Food Products | - | 2.51 | 2.51 |
Agricultural Food & other Products | - | 1.08 | 1.08 |
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