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: 2.15% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,107.5 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 36% | Exit Load: Nil (Subject to lock-in period of 3 years) |
152.6778
-1.29 (-0.8477%)
10.34%
Benchmark: 12.45%
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 | 12.59 |
| Sharpe Ratio | 0.74 |
| Alpha | 0.59 |
| Beta | 0.87 |
| 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 | -2.49 | 10.85 | 14.87 | 14.64 | 11.88 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.29 | 15.48 | 20.36 | 21.97 | 14.51 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 6.15 | 12.95 | 15.79 | 16.91 | 13.36 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 5.95 | 13.13 | 14.28 | 11.39 | 11.22 |
| BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth | 26-12-2008 | 4.05 | 10.36 | 15.29 | 19.5 | 15.28 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 3.89 | 11.51 | 14.76 | 16.59 | 14.1 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 3.85 | 13.23 | 16.39 | 17.17 | - |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 3.27 | 9.46 | 14.08 | 22.99 | 20.03 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 3.15 | 15.03 | 19.04 | 19.55 | 16.21 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 3.11 | 10.26 | 14.16 | 17.01 | - |
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
18.76%
Others
2.32%
Large Cap
65.77%
Mid Cap
13.16%
