LIC MF Tax Plan vs Parag Parikh Tax Saver Fund Regular compare
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
Fund | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1115 Cr | ₹1115 Cr | ₹5538 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 17 Apr 2000 | 17 Apr 2000 | 24 Jul 2019 |
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 | 2.13 | 2.13 | 1.73 |
Manager | Karan Doshi | Karan Doshi | Rajeev Thakkar |
ISIN Code | INF767K01956 | INF767K01956 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
1 Month | -0.56% | -0.56% | 0.41% |
6 Month | 10.32% | 10.32% | 8.78% |
1 Year | 1.15% | 1.15% | 7.12% |
3 Year | 14.63% | 14.63% | 18.45% |
5 Year | 18.83% | 18.83% | 22.31% |
SIP Return Analysis
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
6 Month | 1.44% | 1.44% | 2.87% |
1 Year | 1.23% | 1.23% | 7.44% |
3 Year | 14.2% | 14.2% | 16.74% |
5 Year | 14.42% | 14.42% | 17.86% |
Rolling Lumpsum Returns
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
1 Year | 12.34% | 12.34% | 22.57% |
3 Year | 13.12% | 13.12% | 22.15% |
5 Year | 11.96% | 11.96% | 24.48% |
Risk Management
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
Standard Deviation | 12.54% | 12.54% | 9.65% |
Sharp | 0.76% | 0.76% | 1.24% |
Beta | 0.84% | 0.84% | 0.66% |
Alpha | 1.70% | 1.70% | 5.77% |
Fund Managers
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
Name | Karan Doshi | Karan Doshi | Rajeev Thakkar |
Total AUM | ₹2592 Cr | ₹2592 Cr | ₹0 Cr |
Funds Managed | 5 | 5 | 5 |
LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
Others | 3.37 | 3.37 | 15.23 |
Large Cap | 62.34 | 62.34 | 71.06 |
Small Cap | 17.96 | 17.96 | 12.44 |
Mid Cap | 16.33 | 16.33 | 1.27 |
Sector Allocation
Scheme Name |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|---|
Others | 2.44 | 2.44 | 15.23 |
Energy | 2.19 | 2.19 | 5.58 |
Technology | 6.63 | 6.63 | 11.22 |
Communication Services | 1.31 | 1.31 | 3.62 |
Industrials | 15.95 | 15.95 | 1 |
Financial Services | 29.82 | 29.82 | 29.49 |
Consumer Defensive | 9.95 | 9.95 | 7 |
Healthcare | 7.34 | 7.34 | 4.36 |
Basic Materials | 7.34 | 7.34 | 0.59 |
Consumer Cyclical | 16.78 | 16.78 | 15.94 |
Real Estate | 0.25 | 0.25 | - |
Utilities | - | - | 5.97 |
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