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) | ₹1107 Cr | ₹1107 Cr | ₹5867 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 | -0.08% | -0.08% | -0.08% |
| 6 Month | -0.36% | -0.36% | -1.1% |
| 1 Year | 0.84% | 0.84% | 5.04% |
| 3 Year | 15.99% | 15.99% | 17.21% |
| 5 Year | 14.16% | 14.16% | 18.2% |
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 | 1.25% | 1.25% | 0.47% |
| 1 Year | 6.8% | 6.8% | 5.78% |
| 3 Year | 12.18% | 12.18% | 13.23% |
| 5 Year | 13.12% | 13.12% | 15.48% |
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 | 12.66% | 12.66% | 20.5% |
| 3 Year | 13.91% | 13.91% | 21.82% |
| 5 Year | 12.59% | 12.59% | 23.25% |
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 | 12.19% | 12.19% | 9.38% |
| Sharp | 0.74% | 0.74% | 0.95% |
| Beta | 0.87% | 0.87% | 0.66% |
| Alpha | 0.59% | 0.59% | 3.20% |
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 | 3.27 | 3.27 | 14.71 |
| Large Cap | 63.95 | 63.95 | 70.72 |
| Small Cap | 17.82 | 17.82 | 13.59 |
| Mid Cap | 14.97 | 14.97 | 0.97 |
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 | 2.32 | 2.32 | 13.88 |
| Energy | 2.47 | 2.47 | 5.26 |
| Technology | 7.02 | 7.02 | 11.13 |
| Communication Services | 1.12 | 1.12 | 3.82 |
| Industrials | 13.45 | 13.45 | 2.28 |
| Financial Services | 30.99 | 30.99 | 35.09 |
| Consumer Defensive | 9.96 | 9.96 | 8.38 |
| Basic Materials | 6.89 | 6.89 | 0.49 |
| Healthcare | 7.18 | 7.18 | 4.2 |
| Consumer Cyclical | 18.59 | 18.59 | 9.48 |
| Utilities | - | - | 5.99 |
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