LIC MF Tax Plan vs Tata ELSS Tax Saver Fund compare

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

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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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Chart Comparison

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

Overview

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Fund Tata ELSS Tax Saver Fund-Growth-Regular 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) ₹4552 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 13 Oct 2014 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 20% % 84%
Expense Ratio 1.81 2.13 2.13
Manager Sailesh Jain Karan Doshi Karan Doshi
ISIN Code INF277K01I52 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
1 Month 2.55% 2.25% 2.25%
6 Month 20.97% 24.02% 24.02%
1 Year 36.67% 37.93% 37.93%
3 Year 19.99% 18.17% 18.17%
5 Year 20.85% 19.25% 19.25%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
6 Month - - -
1 Year 14.48% 15.28% 15.28%
3 Year 34.65% 33.14% 33.14%
5 Year 67.29% 60.38% 60.38%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
1 Year 13.73% 12.28% 12.28%
3 Year 14.85% 12.91% 12.91%
5 Year 13.09% 11.71% 11.71%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Standard Deviation 12.5% 12.19% 12.19%
Sharp 1.01% 0.93% 0.93%
Beta 0.96% 0.88% 0.88%
Alpha 0.31% 0.01% 0.01%

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Fund Managers

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Name Sailesh Jain Karan Doshi Karan Doshi
Total AUM ₹17041 Cr ₹2592 Cr ₹2592 Cr
Fund Manage 7 5 5
Tata ELSS Tax Saver Fund-Growth-Regular Plan LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Others 2.77 2.84 -
Large Cap 59.14 61.73 -
Small Cap 24.53 17.23 -
Mid Cap 13.56 18.2 -

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Others 2.54 1.7 -
Communication 3.3 - -
Energy 8.18 2.07 -
Technology 7.33 8.75 -
Healthcare 4.5 3.07 -
Automobile 10.21 9.73 -
Consumer Staples 2.74 7.91 -
Construction 6.73 3.18 -
Financial 28.11 28.72 -
Metals & Mining 2.8 1.58 -
Materials 5.07 2.69 -
Services 5.23 8.55 -
Capital Goods 7.31 10.82 -
Insurance 2.4 - -
Chemicals 1.96 3.61 -
Consumer Discretionary 1.59 5.99 -
Diversified - 1.63 -

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