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) | ₹16908 Cr | ₹1143 Cr | ₹1143 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 | -1.74% | -1.18% | -1.18% |
6 Month | 8.36% | 4.78% | 4.78% |
1 Year | 3.52% | -0.03% | -0.03% |
3 Year | 22.83% | 16.36% | 16.36% |
5 Year | 25.59% | 19.79% | 19.79% |
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 | 4.41% | 3.69% | 3.69% |
1 Year | 9.18% | 3.66% | 3.66% |
3 Year | 21.35% | 15.97% | 15.97% |
5 Year | 22.29% | 15.67% | 15.67% |
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 | 11.92% | 13.39% | 13.39% |
Sharp | 1.52% | 1.00% | 1.00% |
Beta | 0.84% | 0.87% | 0.87% |
Alpha | 6.76% | 1.65% | 1.65% |
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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 | 8.04 | 4.07 | 4.07 |
Large Cap | 76.8 | 62.52 | 62.52 |
Small Cap | 10.58 | 17 | 17 |
Mid Cap | 4.58 | 16.41 | 16.41 |
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 | 7.69 | 3.37 | 3.37 |
Communication Services | 4.74 | 1.3 | 1.3 |
Energy | 1.19 | 2.28 | 2.28 |
Technology | 5.84 | 7.1 | 7.1 |
Industrials | 5.54 | 15.99 | 15.99 |
Basic Materials | 5.69 | 6.99 | 6.99 |
Financial Services | 41.29 | 29.74 | 29.74 |
Healthcare | 9.08 | 6.8 | 6.8 |
Consumer Cyclical | 15.83 | 16.77 | 16.77 |
Utilities | 1.78 | - | - |
Real Estate | 0.49 | 0.25 | 0.25 |
Consumer Defensive | 0.84 | 9.4 | 9.4 |
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