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) | ₹16981 Cr | ₹1115 Cr | ₹1115 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 | -1.25% | -0.09% | -0.09% |
6 Month | 9.44% | 9.46% | 9.46% |
1 Year | 0.58% | 1.16% | 1.16% |
3 Year | 19.2% | 15.22% | 15.22% |
5 Year | 23.21% | 18.85% | 18.85% |
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 | 1.15% | 1.44% | 1.44% |
1 Year | 1.95% | 1.23% | 1.23% |
3 Year | 17.35% | 14.2% | 14.2% |
5 Year | 17.92% | 14.42% | 14.42% |
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% | 12.54% | 12.54% |
Sharp | 1.05% | 0.76% | 0.76% |
Beta | 0.94% | 0.84% | 0.84% |
Alpha | 3.08% | 1.70% | 1.70% |
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 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.21%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns19.16%
Sundaram Liquid Fund (G)
3Y Returns6.94%
Mirae Asset Liquid Fund - Growth
3Y Returns6.97%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns18.21%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns10.46%
Franklin India Retirement Fund - Growth
3Y Returns10.76%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.55%