LIC MF Tax Plan vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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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 ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth 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) ₹363 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 18 Oct 2019 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 % % 84%
Expense Ratio 2.3 2.13 2.13
Manager Vishal Jajoo Karan Doshi Karan Doshi
ISIN Code INF00XX01374 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month -8.67% -5.33% -5.33%
6 Month 2.18% 8.65% 8.65%
1 Year 29.28% 26.96% 26.96%
3 Year 15.96% 12.86% 12.86%
5 Year 17.22% 15.52% 15.52%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month - - -
1 Year 19.63% 24.47% 24.47%
3 Year 27.89% 22.1% 22.1%
5 Year - 20.22% 20.22%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 21.02% 12.31% 12.31%
3 Year 18.31% 12.84% 12.84%
5 Year 18.49% 11.63% 11.63%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 12.51% 12.19% 12.19%
Sharp 1.03% 0.93% 0.93%
Beta 0.83% 0.88% 0.88%
Alpha 1.91% 0.01% 0.01%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Vishal Jajoo Karan Doshi Karan Doshi
Total AUM ₹762 Cr ₹2592 Cr ₹2592 Cr
Fund Manage 3 5 5
ITI ELSS Tax Saver Fund Regular - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 6.74 2.84 -
Large Cap 49.09 61.73 -
Small Cap 28.6 17.23 -
Mid Cap 15.57 18.2 -

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 1.76 1.7 -
Telecom - Services 11.75 - -
Petroleum Products 2.08 - -
Electrical Equipment 1.65 - -
Construction 6.35 3.18 -
Industrial Manufacturing 1.13 - -
Textiles & Apparels 3.11 - -
Banks 11.64 - -
IT - Software 4.69 - -
Paper, Forest & Jute Products 2.3 - -
Aerospace & Defense 1.69 - -
Automobiles 5.91 - -
Finance 3.86 - -
Diversified FMCG 1.21 - -
Pharmaceuticals & Biotechnology 0.66 - -
Industrial Products 9.98 - -
Realty 4.94 - -
Ferrous Metals 3.18 - -
Chemicals & Petrochemicals 1.12 - -
Auto Components 2.29 - -
Engineering Services 0.61 - -
Power 4.81 - -
Transport Services 3.53 - -
Commercial Services & Supplies 1.84 - -
Retailing 7.91 - -
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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