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: 500.0
Minimum Topup: 500.0
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)

155.0945

10.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 12.63
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 -1.52 15.46 15.58 18.57 11.9
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 4.61 17.84 18.42 21.34 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 3.42 21.2 19.52 21.68 13.84
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 3.3 20.8 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 3.19 21.34 22.16 25.01 14.44
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 0.65 16.05 17.09 20.7 -
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 0.65 14.35 14.93 20.29 14.47
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 0.25 12.23 13.84 19.79 -
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 0.2 15.93 18.49 18.63 13.92
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.13 16.76 17.08 20.88 13.77

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.69%

Others

2.08%

Large Cap

65.41%

Mid Cap

13.81%

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