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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 1,081.64 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 36% | Exit Load: Nil (Subject to lock-in period of 3 years) |
155.7282
-0.24 (-0.1523%)
10.51%
Benchmark: 12.51%
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
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 | 12.63 |
| Sharpe Ratio | 0.65 |
| Alpha | 0.42 |
| Beta | 0.84 |
| 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 | -0.79 | 16.0 | 15.69 | 18.85 | 11.81 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.1 | 21.77 | 19.63 | 22.02 | 13.77 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 3.95 | 21.27 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.93 | 17.7 | 18.08 | 21.12 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.85 | 21.82 | 22.21 | 25.21 | 14.4 |
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
18.69%
Others
2.08%
Large Cap
65.41%
Mid Cap
13.81%
