LIC MF Tax Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
LIC MF ELSS 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) | ₹14934 Cr | ₹1082 Cr | ₹1082 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 | 1.56% | 2.4% | 2.4% |
6 Month | 15.63% | 10.68% | 10.68% |
1 Year | -2.38% | -2.43% | -2.43% |
3 Year | 16.62% | 14.14% | 14.14% |
5 Year | 23.18% | 18.67% | 18.67% |
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 | 3.2% | 2.33% | 2.33% |
1 Year | 11.03% | 6.05% | 6.05% |
3 Year | 16.35% | 14.88% | 14.88% |
5 Year | 17.19% | 14.6% | 14.6% |
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 | 10.74% | 12.34% | 12.34% |
3 Year | 12.38% | 13.12% | 13.12% |
5 Year | 13.91% | 11.96% | 11.96% |
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% | 12.61% | 12.61% |
Sharp | 0.79% | 0.58% | 0.58% |
Beta | 0.99% | 0.84% | 0.84% |
Alpha | 1.45% | 1.15% | 1.15% |
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 | 3.86 | 3.37 | 3.37 |
Large Cap | 64.75 | 62.34 | 62.34 |
Mid Cap | 14.38 | 16.33 | 16.33 |
Small Cap | 17.01 | 17.96 | 17.96 |
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 | 0.73 | 2.44 | 2.44 |
Communication Services | 3.7 | 1.31 | 1.31 |
Energy | 4.4 | 2.19 | 2.19 |
Industrials | 11.38 | 15.95 | 15.95 |
Technology | 5.28 | 6.63 | 6.63 |
Consumer Cyclical | 11.26 | 16.78 | 16.78 |
Financial Services | 38.38 | 29.82 | 29.82 |
Healthcare | 4.43 | 7.34 | 7.34 |
Basic Materials | 4.24 | 7.34 | 7.34 |
Utilities | 6.78 | - | - |
Consumer Defensive | 9.42 | 9.95 | 9.95 |
Real Estate | - | 0.25 | 0.25 |
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