LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | 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) | ₹15413 Cr | ₹1093 Cr | ₹1093 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 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 | 36.4% | % | 84% |
Expense Ratio | 1.7 | 2.13 | 2.13 |
Manager | Dhruv Muchhal | Karan Doshi | Karan Doshi |
ISIN Code | INF179K01BB8 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.98% | 2.4% | 2.4% |
6 Month | 1.08% | -3.53% | -3.53% |
1 Year | 8.29% | 7.34% | 7.34% |
3 Year | 25.74% | 19.89% | 19.89% |
5 Year | 27.32% | 21.38% | 21.38% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | 6.81% | 5.48% | 5.48% |
1 Year | 8.83% | 4.05% | 4.05% |
3 Year | 21.97% | 16.86% | 16.86% |
5 Year | 22.62% | 16.24% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 17.4% | 12.54% | 12.54% |
3 Year | 15.3% | 12.99% | 12.99% |
5 Year | 15.03% | 11.88% | 11.88% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 12.311% | 13.827% | 13.827% |
Sharp | 1.077% | 0.433% | 0.433% |
Beta | 0.848% | 0.878% | 0.878% |
Alpha | 7.78% | 0.324% | 0.324% |
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Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Name | Dhruv Muchhal | Karan Doshi | Karan Doshi |
Total AUM | ₹520687 Cr | ₹2592 Cr | ₹2592 Cr |
Funds Managed | 40 | 5 | 5 |
HDFC ELSS Tax saver Fund - Growth Plan | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 7.25 | 4.3 | 4.3 |
Large Cap | 75.98 | 63.76 | 63.76 |
Mid Cap | 6.34 | 14.49 | 14.49 |
Small Cap | 10.42 | 17.45 | 17.45 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 6.95 | 3.55 | 3.55 |
Communication Services | 5.85 | 1.11 | 1.11 |
Energy | 0.59 | 1.84 | 1.84 |
Technology | 6.67 | 8.12 | 8.12 |
Basic Materials | 5.51 | 6.62 | 6.62 |
Industrials | 5.95 | 16.66 | 16.66 |
Financial Services | 40.82 | 28.82 | 28.82 |
Healthcare | 10.74 | 4.27 | 4.27 |
Consumer Cyclical | 13.5 | 20.62 | 20.62 |
Utilities | 1.27 | - | - |
Real Estate | 1.15 | - | - |
Consumer Defensive | 1.02 | 8.4 | 8.4 |
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