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) | ₹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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