Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Tax Plan vs HDFC ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

tortoise-icon LIC MF ELSS Regular Plan-Growth

Invest Now

tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

Invest Now

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) ₹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 2.13% 1.03% 1.03%
6 Month 5.89% 2.32% 2.32%
1 Year 13.03% 10.68% 10.68%
3 Year 25.22% 18.44% 18.44%
5 Year 29.69% 22.68% 22.68%

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 7.31% 4.12% 4.12%
1 Year 11.23% 4.26% 4.26%
3 Year 23.9% 17.79% 17.79%
5 Year 23.79% 16.85% 16.85%

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 17.75% 12.59% 12.59%
3 Year 15.14% 12.91% 12.91%
5 Year 14.93% 11.77% 11.77%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns18.6%

VS

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

Compare Now

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns19.16%

VS

LIC MF Large & Mid Cap Fund-Regular Plan-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

3Y Returns19.16%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns31.65%

VS

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns26.58%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.79%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns8.15%

Compare Now
Add to Cart Successfully