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 Tax Plan-Growth
Chart Comparison
| 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 | ₹0 |
| 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 |
| 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% |
| 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% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|
| 1 Year | 21% | 18.93% | 18.93% |
| 3 Year | 53.22% | 47.85% | 47.85% |
| 5 Year | 76.33% | 69.84% | 69.84% |
| 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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| 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 |
| 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 | - |
| 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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