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LIC MF ELSS Tax Saver-Regular Plan-Growth

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Category: Equity: ELSS
Launch Date: 31-03-1997
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.16% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,088.04 Cr As on (30-04-2025)
Turn over: 36
NAV as on 30-05-2025

150.4628

-0.28 (-0.1872%)

CAGR Since Inception

10.5%

NIFTY 500 TRI 12.51%

PERFORMANCE of LIC MF ELSS Tax Saver-Regular Plan-Growth

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF ELSS Tax Saver-Regular Plan-Growth 11.42 17.64 21.14 11.27 10.5
NIFTY 500 TRI 9.43 18.38 25.09 13.85 12.51
Equity: ELSS 8.76 18.86 24.28 13.42 14.95

Yearly Performance (%)

Nav Movement

Fund Managers

FM1 Mr. Yogesh Patil FM2 Mr. Dikshit Mittal

Investment Objective

To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. An open-ended equity linked tax saving Scheme which offers investors the opportunity to seek Tax rebate u/s 80C of the Income Tax Act 1961. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for LIC MF ELSS Tax Saver-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of LIC MF ELSS Tax Saver-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF ELSS Tax Saver-Regular Plan-Growth 12.19 0.63 0.47 0.88 - -
Equity: ELSS - - - - - -

PEER COMPARISION of LIC MF ELSS Tax Saver-Regular Plan-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 30-05-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 11.42 19.27 17.64 21.14 11.27
HSBC Tax Saver Equity Fund - Growth 05-01-2007 17.9 26.33 20.61 25.46 13.24
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 17.26 33.32 28.71 29.03 16.8
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 17.24 26.99 0.0 0.0 0.0
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 15.71 21.6 19.67 26.62 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 13.81 21.16 17.79 23.89 13.03
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.23 26.49 21.8 27.12 15.73
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.75 27.65 24.08 28.32 13.33
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 12.13 23.56 18.7 22.67 13.31
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 11.89 15.06 14.9 23.23 0.0

PORTFOLIO ANALYSIS of LIC MF ELSS Tax Saver-Regular Plan-Growth

Asset Allocation (%)