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) | ₹1082 Cr | ₹1082 Cr | ₹5524 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 | 3.16% | 3.16% | 3.09% |
6 Month | 11.56% | 11.56% | 13.31% |
1 Year | -1.47% | -1.47% | 4.85% |
3 Year | 15.57% | 15.57% | 18.51% |
5 Year | 18.52% | 18.52% | 21.43% |
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 | 2.33% | 2.33% | 3.91% |
1 Year | 6.05% | 6.05% | 12.64% |
3 Year | 14.88% | 14.88% | 17.51% |
5 Year | 14.6% | 14.6% | 18.12% |
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 | 12.61% | 12.61% | 9.79% |
Sharp | 0.58% | 0.58% | 1.07% |
Beta | 0.84% | 0.84% | 0.68% |
Alpha | 1.15% | 1.15% | 5.51% |
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 | 3 | 14.42 |
Large Cap | 63.3 | 63.3 | 71.03 |
Small Cap | 17.92 | 17.92 | 13.49 |
Mid Cap | 15.79 | 15.79 | 1.05 |
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 | 2.09 | 2.09 | 14.42 |
Energy | 2.19 | 2.19 | 5.57 |
Technology | 6.7 | 6.7 | 11.16 |
Communication Services | 1.31 | 1.31 | 3.58 |
Industrials | 15.62 | 15.62 | 1.01 |
Financial Services | 29.39 | 29.39 | 29.35 |
Consumer Defensive | 10.24 | 10.24 | 7.75 |
Healthcare | 7.33 | 7.33 | 4.33 |
Basic Materials | 7.02 | 7.02 | 0.54 |
Consumer Cyclical | 17.86 | 17.86 | 16.33 |
Real Estate | 0.25 | 0.25 | - |
Utilities | - | - | 5.96 |
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