LIC MF Tax Plan vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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LIC MF ELSS Regular Plan-Growth

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LIC MF ELSS Tax Saver - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund	ITI ELSS Tax Saver Fund Regular - Growth	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)	₹441 Cr	₹1107 Cr	₹1107 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	18 Oct 2019	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	%	%	84%
Expense Ratio	2.32	2.13	2.13
Manager	Vishal Jajoo	Karan Doshi	Karan Doshi
ISIN Code	INF00XX01374	INF767K01956	INF767K01956
Exits Load	Data not available./365	Data not available./365	Data not available./365

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month	0.2%	1.22%	1.22%
6 Month	-0.05%	1.12%	1.12%
1 Year	2.45%	1.36%	1.36%
3 Year	20.74%	17.07%	17.07%
5 Year	16.21%	14.59%	14.59%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month	-1.97%	-0.69%	-0.69%
1 Year	5.95%	3.86%	3.86%
3 Year	13.91%	11.89%	11.89%
5 Year	15.19%	12.96%	12.96%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year	15.75%	12.66%	12.66%
3 Year	18.67%	13.91%	13.91%
5 Year	19.25%	12.59%	12.59%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation	15.38%	12.19%	12.19%
Sharp	0.80%	0.74%	0.74%
Beta	1.09%	0.87%	0.87%
Alpha	2.87%	0.59%	0.59%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Name	Vishal Jajoo	Karan Doshi	Karan Doshi
Total AUM	₹762 Cr	₹2592 Cr	₹2592 Cr
Funds Managed	3	5	5
	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	9.02	3.27	3.27
Small Cap	48.31	17.82	17.82
Large Cap	36.88	63.95	63.95
Mid Cap	5.78	14.97	14.97

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	0.89	2.32	2.32
Communication Services	1.81	1.12	1.12
Consumer Defensive	2.64	9.96	9.96
Industrials	24.45	13.45	13.45
Financial Services	34.23	30.99	30.99
Healthcare	2.57	7.18	7.18
Technology	5.37	7.02	7.02
Real Estate	5.95	-	-
Basic Materials	8.14	6.89	6.89
Consumer Cyclical	8.12	18.59	18.59
Utilities	5.84	-	-
Energy	-	2.47	2.47