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 Tax Plan-Growth

Overview

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹15678 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹0
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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	1.2%	2.25%	2.25%
6 Month	19.01%	24.02%	24.02%
1 Year	47.09%	37.93%	37.93%
3 Year	25.91%	18.17%	18.17%
5 Year	23.51%	19.25%	19.25%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	20.44%	15.28%	15.28%
3 Year	51.61%	33.14%	33.14%
5 Year	94.31%	60.38%	60.38%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	24.54%	18.93%	18.93%
3 Year	69.28%	47.85%	47.85%
5 Year	101.07%	69.84%	69.84%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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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Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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 Tax Plan-Growth

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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	-

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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	-