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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon 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) ₹374 Cr ₹1093 Cr ₹1093 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 5.83% 2.4% 2.4%
6 Month -2.8% -3.53% -3.53%
1 Year 1.52% 7.34% 7.34%
3 Year 25.15% 19.89% 19.89%
5 Year 22.57% 21.38% 21.38%

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 11.63% 5.48% 5.48%
1 Year 8.72% 4.05% 4.05%
3 Year 21.56% 16.86% 16.86%
5 Year 18.99% 16.24% 16.24%

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 13.905% 13.827% 13.827%
Sharp 0.774% 0.433% 0.433%
Beta 0.917% 0.878% 0.878%
Alpha 3.597% 0.324% 0.324%

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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 4.4 4.3 4.3
Large Cap 41.83 63.76 63.76
Small Cap 44.62 17.45 17.45
Mid Cap 9.14 14.49 14.49

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 1.66 3.55 3.55
Communication Services 2.67 1.11 1.11
Industrials 20.77 16.66 16.66
Consumer Defensive 3.66 8.4 8.4
Basic Materials 10.08 6.62 6.62
Financial Services 26.02 28.82 28.82
Consumer Cyclical 11.66 20.62 20.62
Technology 9.68 8.12 8.12
Healthcare 2.53 4.27 4.27
Energy 1 1.84 1.84
Real Estate 4.73 - -
Utilities 5.53 - -

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