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

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF Tax Plan-Growth

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tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

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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 Quant ELSS Tax Saver Fund Regular Plan-Growth
Fund LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1153 Cr ₹1153 Cr ₹10491 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 31 Mar 1997 31 Mar 1997 01 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 % 84% %
Expense Ratio 2.13 2.13 1.74
Manager Karan Doshi Karan Doshi Vasav Sahgal
ISIN Code INF767K01956 INF767K01956 INF966L01135
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month 2.25% 2.25% -1.08%
6 Month 24.02% 24.02% 16.23%
1 Year 37.93% 37.93% 52.9%
3 Year 18.17% 18.17% 26.35%
5 Year 19.25% 19.25% 35.97%

SIP Return Analysis

Scheme Name LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - - -
1 Year 15.28% 15.28% 25.23%
3 Year 33.14% 33.14% 56.42%
5 Year 60.38% 60.38% 141.67%

Rolling Lumpsum Returns

Scheme Name LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 12.28% 12.28% 16.97%
3 Year 12.91% 12.91% 17.91%
5 Year 11.71% 11.71% 17.3%

Risk Management

Scheme Name LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 12.19% 12.19% 15.87%
Sharp 0.93% 0.93% 1.13%
Beta 0.88% 0.88% 0.97%
Alpha 0.01% 0.01% 4.61%

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Fund Managers

Scheme Name LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Name Karan Doshi Karan Doshi Vasav Sahgal
Total AUM ₹2592 Cr ₹2592 Cr ₹46505 Cr
Fund Manage 5 5 21
LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

Market Cap

Scheme Name

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 2.84 - 7.33
Large Cap 61.73 - 70.33
Small Cap 17.23 - 10.65
Mid Cap 18.2 - 11.69

Sector Allocation

Scheme Name

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 1.7 - 3.53
Energy 2.07 - 22.15
Technology 8.75 - 4.55
Automobile 9.73 - 3.13
Healthcare 3.07 - 5.7
Construction 3.18 - 3.89
Consumer Staples 7.91 - 7.11
Financial 28.72 - 24.01
Materials 2.69 - 2.48
Chemicals 3.61 - 0.69
Services 8.55 - 2.15
Capital Goods 10.82 - 2.45
Metals & Mining 1.58 - 13.19
Consumer Discretionary 5.99 - -
Diversified 1.63 - -
Insurance - - 4.07
Communication - - 0.9

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