LIC MF Tax Plan-Regular Plan-Growth

Category: Equity: ELSS
Launch Date: 31-03-1997
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.56% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 335.18 Cr As on (31-03-2021)
Turn over: 31.00
NAV as on 16-04-2021

81.2265

0.16 (0.193%)

CAGR Since Inception

9.1%

NIFTY 500 TRI 16.49%

PERFORMANCE of LIC MF Tax Plan-Regular Plan-Growth

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Tax Plan-Regular Plan-Growth 50.11 7.38 12.39 10.36 9.1
NIFTY 500 TRI 67.42 10.98 14.7 11.43 16.49
Equity: ELSS 59.53 8.71 13.32 12.35 13.99

Yearly Performance (%)

Nav Movement

Fund Managers

Yogesh Patil

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 Tax Plan-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 Tax Plan-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Tax Plan-Regular Plan-Growth 13.8 0.76 -1.7 1.01 - -
Equity: ELSS - - - - - -

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

Period
Data as on - 16-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 50.11 10.3 7.38 12.39 10.36
quant Tax Plan - Growth Option - Regular Plan 01-04-2000 109.74 31.57 21.58 21.9 13.39
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 86.67 15.17 8.39 15.49 14.03
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 71.59 18.83 15.62 20.53 0.0
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 66.27 11.25 9.76 14.31 12.36
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 66.19 15.94 12.15 15.41 14.24
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 66.04 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 65.81 7.83 7.84 0.0 0.0
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 65.62 15.72 11.37 16.16 12.48
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 65.24 24.88 11.18 17.36 13.34

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

Asset Allocation (%)