LIC MF Tax Plan vs Parag Parikh Tax Saver Fund Regular compare

LIC MF Tax Plan vs Parag Parikh Tax Saver Fund Regular compare

Link copied to clipboard!

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Parag Parikh Tax Saver Fund Regular - Growth

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1153 Cr	₹1153 Cr	₹3731 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹1000
Min Addl Investment	₹500	₹500	₹500
Launch Date	31 Mar 1997	31 Mar 1997	05 Jul 2019
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	2.13	2.13	1.71
Manager	Karan Doshi	Karan Doshi	Rajeev Thakkar
ISIN Code	INF767K01956	INF767K01956	INF879O01092
Exits Load	Nil/365	Nil/365	Nil/365

Trailing Lumpsum Returns

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	2.25%	2.25%	1.82%
6 Month	24.02%	24.02%	15.27%
1 Year	37.93%	37.93%	37.41%
3 Year	18.17%	18.17%	21.31%
5 Year	19.25%	19.25%	24.85%

SIP Return Analysis

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	-	-	-
1 Year	15.28%	15.28%	13.16%
3 Year	33.14%	33.14%	35.74%
5 Year	60.38%	60.38%	78.64%

Rolling Lumpsum Returns

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	18.93%	18.93%	24.55%
3 Year	47.85%	47.85%	60.04%
5 Year	69.84%	69.84%	82.53%

Risk Management

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.19%	12.19%	9.65%
Sharp	0.93%	0.93%	1.4%
Beta	0.88%	0.88%	0.66%
Alpha	0.01%	0.01%	5.01%

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

Get Free Experts Guidance

fund-icons

Fund Managers

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Name	Karan Doshi	Karan Doshi	Rajeev Thakkar
Total AUM	₹2592 Cr	₹2592 Cr	₹0 Cr
Fund Manage	5	5	5
	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth

Market Cap

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	2.84	-	17.59
Large Cap	61.73	-	64.26
Small Cap	17.23	-	10.65
Mid Cap	18.2	-	7.5

Sector Allocation

Scheme Name	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.7	-	10.54
Energy	2.07	-	7.26
Technology	8.75	-	13.73
Automobile	9.73	-	11.08
Healthcare	3.07	-	3.51
Construction	3.18	-	-
Consumer Staples	7.91	-	6.76
Financial	28.72	-	36.57
Materials	2.69	-	6.44
Chemicals	3.61	-	-
Services	8.55	-	2.08
Capital Goods	10.82	-	0.23
Metals & Mining	1.58	-	1.8
Consumer Discretionary	5.99	-	-
Diversified	1.63	-	-

Top Comparisons

HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns11.1%

VS

PGIM India Equity Savings Fund - Growth Option

3Y Returns6.75%

SBI Gold Fund Regular Plan - Growth

3Y Returns13.76%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns13.83%

SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns20.13%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.2%

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns5.86%

VS

Sundaram Global Brand Fund Regular Plan - Growth

3Y Returns6.7%

Add to Cart Successfully