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) | ₹17163 Cr | ₹1097 Cr | ₹1097 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 | -1.36% | -3.41% | -3.41% |
| 6 Month | 1.59% | -3.14% | -3.14% |
| 1 Year | 11.54% | 2.3% | 2.3% |
| 3 Year | 21.09% | 16.36% | 16.36% |
| 5 Year | 21.2% | 14.11% | 14.11% |
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 | -2.78% | -4.59% | -4.59% |
| 1 Year | 1.44% | -5.42% | -5.42% |
| 3 Year | 13.9% | 7.7% | 7.7% |
| 5 Year | 17.5% | 10.65% | 10.65% |
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 | 16.37% | 12.58% | 12.58% |
| 3 Year | 16.42% | 13.97% | 13.97% |
| 5 Year | 15.85% | 12.62% | 12.62% |
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 | 11.39% | 12.19% | 12.19% |
| Sharp | 1.31% | 0.81% | 0.81% |
| Beta | 0.82% | 0.87% | 0.87% |
| Alpha | 5.38% | 0.55% | 0.55% |
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 | 3.1 | 3.49 | 3.49 |
| Large Cap | 82.26 | 64.17 | 64.17 |
| Small Cap | 9.23 | 17.32 | 17.32 |
| Mid Cap | 5.41 | 15.02 | 15.02 |
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 | 2.01 | 1.71 | 1.71 |
| Communication Services | 4.55 | 1.22 | 1.22 |
| Energy | 3.22 | 2.52 | 2.52 |
| Technology | 7.12 | 7.15 | 7.15 |
| Industrials | 5.4 | 14.08 | 14.08 |
| Basic Materials | 4.93 | 6.92 | 6.92 |
| Financial Services | 43.7 | 30.73 | 30.73 |
| Healthcare | 7.39 | 7 | 7 |
| Consumer Cyclical | 16.35 | 18.93 | 18.93 |
| Consumer Defensive | 3.78 | 9.75 | 9.75 |
| Utilities | 1.54 | - | - |
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