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) | ₹1087 Cr | ₹1087 Cr | ₹5639 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 | 2.16% | 2.16% | 1.24% |
| 6 Month | 5.86% | 5.86% | 4.59% |
| 1 Year | 2.76% | 2.76% | 5.73% |
| 3 Year | 14.93% | 14.93% | 16.4% |
| 5 Year | 18.22% | 18.22% | 21% |
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 | -0.18% | -0.18% | -0.29% |
| 1 Year | 3.8% | 3.8% | 5.7% |
| 3 Year | 12.41% | 12.41% | 13.98% |
| 5 Year | 13.14% | 13.14% | 16.03% |
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 | 12.25% | 12.25% | 21.83% |
| 3 Year | 13.22% | 13.22% | 22.06% |
| 5 Year | 12.03% | 12.03% | 24% |
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% | 9.75% |
| Sharp | 0.63% | 0.63% | 1.10% |
| Beta | 0.86% | 0.86% | 0.69% |
| Alpha | 0.33% | 0.33% | 4.55% |
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 | 2.49 | 2.49 | 15.3 |
| Large Cap | 63.78 | 63.78 | 70.57 |
| Small Cap | 17.84 | 17.84 | 13.13 |
| Mid Cap | 15.89 | 15.89 | 1.01 |
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 | 1.45 | 1.45 | 14.38 |
| Energy | 2.21 | 2.21 | 5.68 |
| Technology | 6.46 | 6.46 | 10.5 |
| Communication Services | 1.33 | 1.33 | 3.49 |
| Industrials | 15.72 | 15.72 | 1.02 |
| Financial Services | 30.1 | 30.1 | 36.55 |
| Consumer Defensive | 9.82 | 9.82 | 8.16 |
| Healthcare | 7.36 | 7.36 | 4.14 |
| Basic Materials | 6.8 | 6.8 | 0.49 |
| Consumer Cyclical | 18.5 | 18.5 | 9.55 |
| Real Estate | 0.24 | 0.24 | - |
| Utilities | - | - | 6.05 |
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