LIC MF Tax Plan vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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) | ₹435 Cr | ₹1143 Cr | ₹1143 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 |
Trailing Lumpsum Returns
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 | -3.12% | -1.6% | -1.6% |
6 Month | 10.92% | 5.62% | 5.62% |
1 Year | -2.42% | 0.44% | 0.44% |
3 Year | 21.7% | 16.38% | 16.38% |
5 Year | 20.63% | 19.8% | 19.8% |
SIP Return Analysis
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 | 7.36% | 3.69% | 3.69% |
1 Year | 8.33% | 3.66% | 3.66% |
3 Year | 20.08% | 15.97% | 15.97% |
5 Year | 18.34% | 15.67% | 15.67% |
Rolling Lumpsum Returns
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 | 18.91% | 12.54% | 12.54% |
3 Year | 18.3% | 12.99% | 12.99% |
5 Year | 18.29% | 11.88% | 11.88% |
Risk Management
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 | 15.39% | 13.39% | 13.39% |
Sharp | 1.20% | 1.00% | 1.00% |
Beta | 1.01% | 0.87% | 0.87% |
Alpha | 4.77% | 1.65% | 1.65% |
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Fund Managers
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 |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 7.45 | 4.07 | 4.07 |
Small Cap | 46.52 | 17 | 17 |
Large Cap | 37.23 | 62.52 | 62.52 |
Mid Cap | 8.8 | 16.41 | 16.41 |
Sector Allocation
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 | 3.37 | 3.37 |
Communication Services | 2.87 | 1.3 | 1.3 |
Consumer Defensive | 2.7 | 9.4 | 9.4 |
Basic Materials | 11.04 | 6.99 | 6.99 |
Industrials | 20.96 | 15.99 | 15.99 |
Financial Services | 30.97 | 29.74 | 29.74 |
Consumer Cyclical | 8.51 | 16.77 | 16.77 |
Technology | 8.3 | 7.1 | 7.1 |
Healthcare | 2.09 | 6.8 | 6.8 |
Energy | 1.05 | 2.28 | 2.28 |
Utilities | 6.38 | - | - |
Real Estate | 4.25 | 0.25 | 0.25 |
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