LIC MF Tax Plan vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | 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 | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹1093 Cr | ₹1093 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 17 Apr 2000 | 17 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 | 20% | % | 84% |
Expense Ratio | 1.82 | 2.13 | 2.13 |
Manager | Sailesh Jain | Karan Doshi | Karan Doshi |
ISIN Code | INF277K01I52 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | 2.74% | 2.26% | 2.26% |
6 Month | -6.76% | -3.07% | -3.07% |
1 Year | 10.33% | 17.04% | 17.04% |
3 Year | 14.39% | 14.92% | 14.92% |
5 Year | 23.62% | 22.55% | 22.55% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | -1.04% | 0.45% | 0.45% |
1 Year | -4.83% | -0.3% | -0.3% |
3 Year | 14.42% | 16.75% | 16.75% |
5 Year | 16.25% | 16.58% | 16.58% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 13.97% | 12.59% | 12.59% |
3 Year | 14.85% | 12.91% | 12.91% |
5 Year | 13.39% | 11.77% | 11.77% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 14.429% | 13.827% | 13.827% |
Sharp | 0.451% | 0.433% | 0.433% |
Beta | 0.972% | 0.878% | 0.878% |
Alpha | 0.237% | 0.324% | 0.324% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Name | Sailesh Jain | Karan Doshi | Karan Doshi |
Total AUM | ₹17041 Cr | ₹2592 Cr | ₹2592 Cr |
Funds Managed | 7 | 5 | 5 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 5.12 | 4.3 | 4.3 |
Large Cap | 60.14 | 63.76 | 63.76 |
Small Cap | 24.69 | 17.45 | 17.45 |
Mid Cap | 10.05 | 14.49 | 14.49 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 4.54 | 3.55 | 3.55 |
Communication Services | 3.74 | 1.11 | 1.11 |
Energy | 5.19 | 1.84 | 1.84 |
Technology | 7.95 | 8.12 | 8.12 |
Basic Materials | 7.21 | 6.62 | 6.62 |
Consumer Cyclical | 16.2 | 20.62 | 20.62 |
Industrials | 13.81 | 16.66 | 16.66 |
Financial Services | 31.02 | 28.82 | 28.82 |
Healthcare | 3.54 | 4.27 | 4.27 |
Real Estate | 2.78 | - | - |
Utilities | 2.54 | - | - |
Consumer Defensive | 1.49 | 8.4 | 8.4 |
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