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) | ₹15260 Cr | ₹1097 Cr | ₹1097 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 | -0.09% | -0.89% | -0.89% |
| 6 Month | -0.03% | -1.39% | -1.39% |
| 1 Year | 8.97% | 2.59% | 2.59% |
| 3 Year | 17.09% | 16.59% | 16.59% |
| 5 Year | 17.42% | 13.38% | 13.38% |
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 | -0.55% | -0.98% | -0.98% |
| 1 Year | 7.55% | 3% | 3% |
| 3 Year | 12.46% | 10.43% | 10.43% |
| 5 Year | 14.51% | 12.12% | 12.12% |
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% | 12.58% | 12.58% |
| 3 Year | 12.89% | 13.97% | 13.97% |
| 5 Year | 14.34% | 12.62% | 12.62% |
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 | 0.84% | 0.81% | 0.81% |
| Beta | 1% | 0.87% | 0.87% |
| Alpha | 0.14% | 0.55% | 0.55% |
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 | 3.9 | 3.49 | 3.49 |
| Large Cap | 64.46 | 64.17 | 64.17 |
| Mid Cap | 14.15 | 15.02 | 15.02 |
| Small Cap | 17.49 | 17.32 | 17.32 |
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 | 0.33 | 1.71 | 1.71 |
| Communication Services | 4.08 | 1.22 | 1.22 |
| Energy | 5.53 | 2.52 | 2.52 |
| Industrials | 10.12 | 14.08 | 14.08 |
| Technology | 4.86 | 7.15 | 7.15 |
| Financial Services | 36.38 | 30.73 | 30.73 |
| Consumer Cyclical | 11.89 | 18.93 | 18.93 |
| Healthcare | 6.32 | 7 | 7 |
| Basic Materials | 3.29 | 6.92 | 6.92 |
| Utilities | 6.59 | - | - |
| Consumer Defensive | 10.62 | 9.75 | 9.75 |
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