LIC MF ELSS Tax Saver-Regular Plan-Growth
Fund House: LIC Mutual Fund| Category: Equity: ELSS |
| Launch Date: 31-03-1997 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.16% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,087 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 36% | Exit Load: Nil (Subject to lock-in period of 3 years) |
154.8712
0.26 (0.1665%)
10.46%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 10 Months
17 Years 5 Months
17 Years 9 Months
24 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.57 |
| Sharpe Ratio | 0.69 |
| Alpha | -0.26 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | -0.26 | 15.75 | 16.08 | 18.55 | 11.59 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 7.03 | 23.11 | 23.1 | 25.87 | 14.13 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 5.03 | 17.53 | 18.4 | 20.96 | - |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2015 | 4.8 | 17.93 | 18.41 | 20.89 | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 4.3 | 18.05 | 17.84 | 21.56 | 13.45 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 4.03 | 13.88 | 14.28 | 20.1 | - |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 3.53 | 17.31 | 15.89 | 14.28 | 11.13 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 3.32 | 15.63 | 15.81 | 20.6 | 13.9 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 3.31 | 21.16 | 20.94 | - | - |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 2.57 | 14.07 | 15.77 | 20.75 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.73%
Others
1.44%
Large Cap
65.84%
Mid Cap
13.96%
