LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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LIC MF ELSS Regular Plan-Growth

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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	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)	₹16645 Cr	₹1087 Cr	₹1087 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

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	2.66%	2.16%	2.16%
6 Month	6.9%	5.86%	5.86%
1 Year	8.68%	2.76%	2.76%
3 Year	21.33%	14.93%	14.93%
5 Year	25.98%	18.22%	18.22%

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	1.06%	-0.18%	-0.18%
1 Year	10.67%	3.8%	3.8%
3 Year	17.88%	12.41%	12.41%
5 Year	19.74%	13.14%	13.14%

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	16.69%	12.25%	12.25%
3 Year	15.49%	13.22%	13.22%
5 Year	15.17%	12.03%	12.03%

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	11.34%	12.54%	12.54%
Sharp	1.25%	0.63%	0.63%
Beta	0.86%	0.86%	0.86%
Alpha	6.51%	0.33%	0.33%

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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	6.45	2.49	2.49
Large Cap	78.27	63.78	63.78
Small Cap	11.34	17.84	17.84
Mid Cap	3.94	15.89	15.89

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	5.89	1.45	1.45
Communication Services	4.44	1.33	1.33
Energy	1.17	2.21	2.21
Technology	4.93	6.46	6.46
Industrials	5.64	15.72	15.72
Basic Materials	6	6.8	6.8
Financial Services	41.44	30.1	30.1
Healthcare	10.25	7.36	7.36
Consumer Cyclical	17.76	18.5	18.5
Utilities	1.69	-	-
Consumer Defensive	0.8	9.82	9.82
Real Estate	-	0.24	0.24