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LIC MF Tax Plan vs DSP ELSS Tax Saver Fund compare

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tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹16981 Cr ₹1082 Cr ₹1082 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 18 Jan 2007 17 Apr 2000 17 Apr 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 35% % 84%
Expense Ratio 1.64 2.13 2.13
Manager Rohit Singhania Karan Doshi Karan Doshi
ISIN Code INF740K01185 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month 2.42% 2.77% 2.77%
6 Month 12.83% 11.83% 11.83%
1 Year -2.04% -1.52% -1.52%
3 Year 19.32% 15.44% 15.44%
5 Year 23.01% 18.29% 18.29%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month 1.78% 2.33% 2.33%
1 Year 7.27% 6.05% 6.05%
3 Year 17.88% 14.88% 14.88%
5 Year 17.97% 14.6% 14.6%

Rolling Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 14.04% 12.34% 12.34%
3 Year 16.42% 13.12% 13.12%
5 Year 15.92% 11.96% 11.96%

Risk Management

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 12.57% 12.61% 12.61%
Sharp 0.9% 0.58% 0.58%
Beta 0.96% 0.84% 0.84%
Alpha 3.06% 1.15% 1.15%

Fund Managers

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Rohit Singhania Karan Doshi Karan Doshi
Total AUM ₹46862 Cr ₹2592 Cr ₹2592 Cr
Funds Managed 7 5 5
DSP ELSS Tax Saver Fund - Regular Plan - Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 6.33 3.37 3.37
Large Cap 63.25 62.34 62.34
Mid Cap 16.66 16.33 16.33
Small Cap 13.76 17.96 17.96

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 3.88 2.44 2.44
Communication Services 4.66 1.31 1.31
Technology 7.33 6.63 6.63
Basic Materials 8.79 7.34 7.34
Industrials 5.23 15.95 15.95
Financial Services 36.23 29.82 29.82
Consumer Cyclical 9.99 16.78 16.78
Energy 4.51 2.19 2.19
Consumer Defensive 5.13 9.95 9.95
Healthcare 10.59 7.34 7.34
Utilities 3.65 - -
Real Estate - 0.25 0.25

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