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) | ₹17241 Cr | ₹1107 Cr | ₹1107 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 | 0.47% | -0.33% | -0.33% |
| 6 Month | 4.73% | 0.51% | 0.51% |
| 1 Year | 7.25% | -1.89% | -1.89% |
| 3 Year | 20.35% | 15.03% | 15.03% |
| 5 Year | 22.49% | 14.87% | 14.87% |
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 | 2.3% | 0.61% | 0.61% |
| 1 Year | 14.95% | 6.86% | 6.86% |
| 3 Year | 18.35% | 12.4% | 12.4% |
| 5 Year | 19.78% | 13.03% | 13.03% |
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 | 16.54% | 12.7% | 12.7% |
| 3 Year | 16.35% | 13.89% | 13.89% |
| 5 Year | 15.75% | 12.56% | 12.56% |
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 | 11.17% | 12.56% | 12.56% |
| Sharp | 1.12% | 0.67% | 0.67% |
| Beta | 0.83% | 0.87% | 0.87% |
| Alpha | 5.39% | 0.86% | 0.86% |
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 | 5.97 | 3.27 | 3.27 |
| Large Cap | 78.91 | 63.95 | 63.95 |
| Small Cap | 10.97 | 17.82 | 17.82 |
| Mid Cap | 4.14 | 14.97 | 14.97 |
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 | 5.42 | 2.32 | 2.32 |
| Communication Services | 4.65 | 1.12 | 1.12 |
| Energy | 1.21 | 2.47 | 2.47 |
| Technology | 5.12 | 7.02 | 7.02 |
| Industrials | 5.64 | 13.45 | 13.45 |
| Basic Materials | 6.09 | 6.89 | 6.89 |
| Financial Services | 42.42 | 30.99 | 30.99 |
| Healthcare | 9.88 | 7.18 | 7.18 |
| Consumer Cyclical | 17.06 | 18.59 | 18.59 |
| Utilities | 1.68 | - | - |
| Consumer Defensive | 0.83 | 9.96 | 9.96 |
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