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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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,088.39 Cr As on (31-03-2025)
Turn over: 36
NAV as on 25-04-2025

146.7069

-2.28 (-1.5519%)

CAGR Since Inception

10.44%

NIFTY 500 TRI 12.45%

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

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF ELSS Tax Saver-Regular Plan-Growth 12.35 15.42 20.82 11.4 10.44
NIFTY 500 TRI 8.03 15.29 25.48 13.76 12.45
Equity: ELSS 5.6 15.9 23.99 13.2 14.35

Yearly Performance (%)

Nav Movement

Fund Managers

Karan Doshi, Dikshit Mittal

Investment Objective

Earlier known as Dhan Taxsaver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

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 0.47 0.48 0.9 - -
Equity: ELSS - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 25-04-2025
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 12.35 21.9 15.42 20.82 11.4
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.84 28.21 19.3 27.35 15.7
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 13.13 28.19 0.0 0.0 0.0
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.6 22.68 18.18 28.25 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.54 28.82 22.64 28.55 13.19
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.61 26.97 17.49 24.51 12.96
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.51 24.21 18.09 25.02 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.88 25.48 17.42 23.81 13.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 8.78 16.76 12.37 23.56 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 8.72 23.07 15.72 24.63 12.84

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

Asset Allocation (%)