LIC MF Tax Plan vs Tata ELSS Tax Saver Fund compare

Tata ELSS Tax Saver Fund-Growth-Regular Plan

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LIC MF ELSS Regular Plan-Growth

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LIC MF ELSS Tax Saver - Regular Plan - Growth

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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)	₹4680 Cr	₹1140 Cr	₹1140 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	1.81	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

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	2.31%	2.54%	2.54%
6 Month	5.38%	5.37%	5.37%
1 Year	20.17%	21.9%	21.9%
3 Year	17.12%	15.63%	15.63%
5 Year	17.8%	15.67%	15.67%

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 Year	16.24%	18.7%	18.7%
3 Year	21.33%	21.41%	21.41%
5 Year	21.28%	20%	20%

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	13.74%	12.31%	12.31%
3 Year	14.85%	12.84%	12.84%
5 Year	13.09%	11.63%	11.63%

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	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 ELSS Tax Saver - Regular 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 ELSS Tax Saver - Regular Plan - Growth

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	3.66	1.15	1.15
Large Cap	57.29	63.81	63.81
Small Cap	27.54	19.31	19.31
Mid Cap	11.51	15.76	15.76

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	3.66	1.15	1.15
Telecom - Services	3.49	-	-
Petroleum Products	3.84	1.8	1.8
IT - Software	7.17	9.31	9.31
Pharmaceuticals & Biotechnology	4.62	3.66	3.66
Auto Components	8.63	5.1	5.1
Household Products	0.89	-	-
Construction	4.21	2.19	2.19
Finance	3.79	5.65	5.65
Minerals & Mining	1.77	-	-
Non - Ferrous Metals	1.32	-	-
Banks	21.81	21.22	21.22
Cement & Cement Products	2.9	2.69	2.69
Leisure Services	2.9	1.24	1.24
Capital Markets	1.44	-	-
Insurance	2.58	-	-
IT - Services	1.01	1.08	1.08
Chemicals & Petrochemicals	0.46	2.52	2.52
Automobiles	1.36	4.55	4.55
Entertainment	1.48	-	-
Consumer Durables	1.95	7.53	7.53
Realty	2.92	-	-
Gas	0.76	-	-
Aerospace & Defense	0.87	-	-
Industrial Products	3.87	7.22	7.22
Consumable Fuels	1.4	-	-
Fertilizers & Agrochemicals	1.44	3.1	3.1
Retailing	2.27	6.9	6.9
Power	3.01	-	-
Textiles & Apparels	0.41	-	-
Beverages	1.77	1.7	1.7
Diversified FMCG	-	3.12	3.12
Electrical Equipment	-	3.25	3.25
Transport Services	-	1.46	1.46
Food Products	-	2.51	2.51
Agricultural Food & other Products	-	1.08	1.08