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

ITI ELSS Tax Saver Fund Regular - Growth

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	ITI ELSS Tax Saver Fund Regular - Growth	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)	₹363 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹0
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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	2.62%	2.25%	2.25%
6 Month	22.96%	24.02%	24.02%
1 Year	57.89%	37.93%	37.93%
3 Year	21.67%	18.17%	18.17%
5 Year	-	19.25%	19.25%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	25.56%	15.28%	15.28%
3 Year	54.01%	33.14%	33.14%
5 Year	80.34%	60.38%	60.38%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	24.07%	18.93%	18.93%
3 Year	59.02%	47.85%	47.85%
5 Year	84.68%	69.84%	69.84%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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%

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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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 Tax Plan-Growth

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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	-

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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	-