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 | 0.65% | 0.65% | -0.36% |
| 6 Month | 3.79% | 3.79% | 3.49% |
| 1 Year | 0.93% | 0.93% | 4.39% |
| 3 Year | 14.84% | 14.84% | 15.86% |
| 5 Year | 16.98% | 16.98% | 20.43% |
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 | 0.74% | 0.74% | -0.38% |
| 1 Year | 5.82% | 5.82% | 6.59% |
| 3 Year | 13.07% | 13.07% | 14.09% |
| 5 Year | 13.38% | 13.38% | 15.9% |
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 | 12.58% | 12.58% | 9.37% |
| Sharp | 0.66% | 0.66% | 0.98% |
| Beta | 0.86% | 0.86% | 0.66% |
| Alpha | 0.16% | 0.16% | 3.02% |
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 | 2.56 | 2.56 | 15.3 |
| Large Cap | 64.15 | 64.15 | 70.57 |
| Small Cap | 18.26 | 18.26 | 13.13 |
| Mid Cap | 15.02 | 15.02 | 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 | 1.67 | 1.67 | 14.38 |
| Energy | 2.34 | 2.34 | 5.68 |
| Technology | 6.71 | 6.71 | 10.5 |
| Communication Services | 1.29 | 1.29 | 3.49 |
| Industrials | 15.66 | 15.66 | 1.02 |
| Financial Services | 30.27 | 30.27 | 36.55 |
| Consumer Defensive | 9.78 | 9.78 | 8.16 |
| Healthcare | 7.09 | 7.09 | 4.14 |
| Basic Materials | 6.9 | 6.9 | 0.49 |
| Consumer Cyclical | 18.27 | 18.27 | 9.55 |
| Real Estate | 0 | 0 | - |
| Utilities | - | - | 6.05 |
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