LIC MF Tax Plan vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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) | ₹17570 Cr | ₹1107 Cr | ₹1107 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 | 0.59% | -0.33% | -0.33% |
| 6 Month | 3.75% | 0.51% | 0.51% |
| 1 Year | 3.14% | -1.89% | -1.89% |
| 3 Year | 18.93% | 15.03% | 15.03% |
| 5 Year | 20.08% | 14.87% | 14.87% |
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 | 3.25% | 0.61% | 0.61% |
| 1 Year | 14.76% | 6.86% | 6.86% |
| 3 Year | 17.32% | 12.4% | 12.4% |
| 5 Year | 17.35% | 13.03% | 13.03% |
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 | 13.74% | 12.7% | 12.7% |
| 3 Year | 16.74% | 13.89% | 13.89% |
| 5 Year | 16.09% | 12.56% | 12.56% |
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 | 13.09% | 12.56% | 12.56% |
| Sharp | 0.90% | 0.67% | 0.67% |
| Beta | 0.96% | 0.87% | 0.87% |
| Alpha | 3.41% | 0.86% | 0.86% |
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 | 5.56 | 3.27 | 3.27 |
| Large Cap | 65.32 | 63.95 | 63.95 |
| Mid Cap | 16.51 | 14.97 | 14.97 |
| Small Cap | 12.61 | 17.82 | 17.82 |
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 | 1.18 | 2.32 | 2.32 |
| Communication Services | 5.09 | 1.12 | 1.12 |
| Technology | 9.38 | 7.02 | 7.02 |
| Basic Materials | 8.18 | 6.89 | 6.89 |
| Industrials | 4.98 | 13.45 | 13.45 |
| Financial Services | 38.11 | 30.99 | 30.99 |
| Energy | 5.51 | 2.47 | 2.47 |
| Consumer Defensive | 4.87 | 9.96 | 9.96 |
| Healthcare | 9.64 | 7.18 | 7.18 |
| Consumer Cyclical | 9.08 | 18.59 | 18.59 |
| Utilities | 4.01 | - | - |
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