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) | ₹16749 Cr | ₹1087 Cr | ₹1087 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 | 0.68% | -0.35% | -0.35% |
| 6 Month | 5.92% | 5.32% | 5.32% |
| 1 Year | 0.42% | -0.34% | -0.34% |
| 3 Year | 20.24% | 15.54% | 15.54% |
| 5 Year | 23.17% | 18.11% | 18.11% |
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 | 1.1% | 0.99% | 0.99% |
| 1 Year | 8.88% | 7% | 7% |
| 3 Year | 17.35% | 14.33% | 14.33% |
| 5 Year | 17.67% | 14.29% | 14.29% |
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 | 13.91% | 12.25% | 12.25% |
| 3 Year | 16.51% | 13.22% | 13.22% |
| 5 Year | 15.97% | 12.03% | 12.03% |
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 | 0.99% | 0.63% | 0.63% |
| Beta | 0.97% | 0.86% | 0.86% |
| Alpha | 2.88% | 0.33% | 0.33% |
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 | 5.08 | 2.49 | 2.49 |
| Large Cap | 65.66 | 63.78 | 63.78 |
| Mid Cap | 15.94 | 15.89 | 15.89 |
| Small Cap | 13.32 | 17.84 | 17.84 |
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 | 2.76 | 1.45 | 1.45 |
| Communication Services | 4.59 | 1.33 | 1.33 |
| Technology | 8.06 | 6.46 | 6.46 |
| Basic Materials | 9 | 6.8 | 6.8 |
| Industrials | 4.96 | 15.72 | 15.72 |
| Financial Services | 36.88 | 30.1 | 30.1 |
| Energy | 4.74 | 2.21 | 2.21 |
| Consumer Defensive | 5 | 9.82 | 9.82 |
| Healthcare | 10.06 | 7.36 | 7.36 |
| Consumer Cyclical | 10.04 | 18.5 | 18.5 |
| Utilities | 3.91 | - | - |
| Real Estate | - | 0.24 | 0.24 |
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