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LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon 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) ₹16525 Cr ₹1082 Cr ₹1082 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 2.94% 2.4% 2.4%
6 Month 15.26% 10.68% 10.68%
1 Year 2.56% -2.43% -2.43%
3 Year 21.04% 14.14% 14.14%
5 Year 25.16% 18.67% 18.67%

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 4.07% 2.33% 2.33%
1 Year 14.05% 6.05% 6.05%
3 Year 20.56% 14.88% 14.88%
5 Year 21.38% 14.6% 14.6%

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 17.03% 12.34% 12.34%
3 Year 15.38% 13.12% 13.12%
5 Year 15.1% 11.96% 11.96%

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 11.49% 12.61% 12.61%
Sharp 1.16% 0.58% 0.58%
Beta 0.86% 0.84% 0.84%
Alpha 7.12% 1.15% 1.15%

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 6.64 3.37 3.37
Large Cap 77.83 62.34 62.34
Small Cap 11.09 17.96 17.96
Mid Cap 4.44 16.33 16.33

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 6.07 2.44 2.44
Communication Services 4.55 1.31 1.31
Energy 1.19 2.19 2.19
Technology 5.21 6.63 6.63
Industrials 5.69 15.95 15.95
Basic Materials 6 7.34 7.34
Financial Services 42.46 29.82 29.82
Healthcare 9.73 7.34 7.34
Consumer Cyclical 16.05 16.78 16.78
Utilities 1.76 - -
Real Estate 0.49 0.25 0.25
Consumer Defensive 0.81 9.95 9.95

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