LIC MF Tax Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare
                                 NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
                                NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
                            
                                 LIC MF ELSS Regular Plan-Growth
                                LIC MF ELSS Regular Plan-Growth
                            
                                 LIC MF ELSS Tax Saver - Regular Plan - Growth
                                LIC MF ELSS Tax Saver - Regular Plan - Growth
                            
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | 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) | ₹15060 Cr | ₹1087 Cr | ₹1087 Cr | 
| Min Investment | ₹500 | ₹500 | ₹500 | 
| Min SIP Invesment | ₹500 | ₹500 | ₹500 | 
| Min Addl Investment | ₹500 | ₹500 | ₹500 | 
| Launch Date | 21 Sep 2005 | 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 | 23% | % | 84% | 
| Expense Ratio | 1.69 | 2.13 | 2.13 | 
| Manager | Ashutosh Bhargava | Karan Doshi | Karan Doshi | 
| ISIN Code | INF204K01GK4 | INF767K01956 | INF767K01956 | 
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | 
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| 1 Month | 3.97% | 3.47% | 3.47% | 
| 6 Month | 8.61% | 6.41% | 6.41% | 
| 1 Year | 4.71% | 3.31% | 3.31% | 
| 3 Year | 18.42% | 15.54% | 15.54% | 
| 5 Year | 23.63% | 18.35% | 18.35% | 
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| 6 Month | 2.65% | 1.62% | 1.62% | 
| 1 Year | 14.25% | 7.96% | 7.96% | 
| 3 Year | 16.64% | 14.6% | 14.6% | 
| 5 Year | 17.26% | 14.44% | 14.44% | 
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| 1 Year | 10.51% | 12.25% | 12.25% | 
| 3 Year | 12.51% | 13.22% | 13.22% | 
| 5 Year | 14.06% | 12.03% | 12.03% | 
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| Standard Deviation | 12.81% | 12.54% | 12.54% | 
| Sharp | 0.88% | 0.63% | 0.63% | 
| Beta | 1% | 0.86% | 0.86% | 
| Alpha | 1.22% | 0.33% | 0.33% | 
Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| Name | Ashutosh Bhargava | Karan Doshi | Karan Doshi | 
| Total AUM | ₹121448 Cr | ₹2592 Cr | ₹2592 Cr | 
| Funds Managed | 12 | 5 | 5 | 
| NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
Market Cap
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| Others | 3.75 | 2.49 | 2.49 | 
| Large Cap | 64.06 | 63.78 | 63.78 | 
| Mid Cap | 14.93 | 15.89 | 15.89 | 
| Small Cap | 17.25 | 17.84 | 17.84 | 
Sector Allocation
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | 
|---|---|---|---|
| Others | 0.62 | 1.45 | 1.45 | 
| Communication Services | 3.76 | 1.33 | 1.33 | 
| Energy | 4.49 | 2.21 | 2.21 | 
| Industrials | 10.26 | 15.72 | 15.72 | 
| Technology | 4.74 | 6.46 | 6.46 | 
| Financial Services | 37.67 | 30.1 | 30.1 | 
| Consumer Cyclical | 11.26 | 18.5 | 18.5 | 
| Healthcare | 5.66 | 7.36 | 7.36 | 
| Basic Materials | 4.15 | 6.8 | 6.8 | 
| Utilities | 6.97 | - | - | 
| Consumer Defensive | 10.41 | 9.82 | 9.82 | 
| Real Estate | - | 0.24 | 0.24 | 
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