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) | ₹15519 Cr | ₹1107 Cr | ₹1107 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 | -2.09% | -0.64% | -0.64% |
| 6 Month | 2.15% | 0.18% | 0.18% |
| 1 Year | 1.92% | -1.76% | -1.76% |
| 3 Year | 16.09% | 15.28% | 15.28% |
| 5 Year | 18.77% | 14.36% | 14.36% |
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 | 1.46% | 0.61% | 0.61% |
| 1 Year | 13.89% | 6.86% | 6.86% |
| 3 Year | 14.65% | 12.4% | 12.4% |
| 5 Year | 15.7% | 13.03% | 13.03% |
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 | 10.13% | 12.66% | 12.66% |
| 3 Year | 12.82% | 13.91% | 13.91% |
| 5 Year | 14.28% | 12.59% | 12.59% |
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% | 12.19% | 12.19% |
| Sharp | 0.8% | 0.74% | 0.74% |
| Beta | 0.99% | 0.87% | 0.87% |
| Alpha | 0.74% | 0.59% | 0.59% |
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 | 4.12 | 3.27 | 3.27 |
| Large Cap | 64.53 | 63.95 | 63.95 |
| Mid Cap | 14.17 | 14.97 | 14.97 |
| Small Cap | 17.18 | 17.82 | 17.82 |
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 | 0.83 | 2.32 | 2.32 |
| Communication Services | 3.85 | 1.12 | 1.12 |
| Energy | 5.33 | 2.47 | 2.47 |
| Industrials | 9.89 | 13.45 | 13.45 |
| Technology | 4.99 | 7.02 | 7.02 |
| Financial Services | 36.78 | 30.99 | 30.99 |
| Consumer Cyclical | 11.56 | 18.59 | 18.59 |
| Healthcare | 6.45 | 7.18 | 7.18 |
| Basic Materials | 3.48 | 6.89 | 6.89 |
| Utilities | 6.38 | - | - |
| Consumer Defensive | 10.46 | 9.96 | 9.96 |
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