LIC MF Tax Plan vs Quant ELSS Tax Saver Fund Regular Plan compare
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
Fund | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1087 Cr | ₹1087 Cr | ₹10279 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 17 Apr 2000 | 17 Apr 2000 | 31 Mar 2000 |
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 | 1.71 |
Manager | Karan Doshi | Karan Doshi | Vasav Sahgal |
ISIN Code | INF767K01956 | INF767K01956 | INF966L01135 |
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 | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
1 Month | -0.52% | -0.52% | 2.18% |
6 Month | 5.11% | 5.11% | 10.68% |
1 Year | -0.26% | -0.26% | -4.79% |
3 Year | 15.75% | 15.75% | 15.91% |
5 Year | 18.31% | 18.31% | 27.17% |
SIP Return Analysis
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
6 Month | 0.99% | 0.99% | 4% |
1 Year | 7% | 7% | 14.95% |
3 Year | 14.33% | 14.33% | 13.39% |
5 Year | 14.29% | 14.29% | 17.02% |
Rolling Lumpsum Returns
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
1 Year | 12.25% | 12.25% | 15.51% |
3 Year | 13.22% | 13.22% | 17.67% |
5 Year | 12.03% | 12.03% | 18.37% |
Risk Management
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.54% | 12.54% | 17.25% |
Sharp | 0.63% | 0.63% | 0.536% |
Beta | 0.86% | 0.86% | 1.135% |
Alpha | 0.33% | 0.33% | 0.439% |
Fund Managers
Scheme Name | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
Name | Karan Doshi | Karan Doshi | Vasav Sahgal |
Total AUM | ₹2592 Cr | ₹2592 Cr | ₹46505 Cr |
Funds Managed | 5 | 5 | 21 |
LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
Others | 2.49 | 2.49 | 11.78 |
Large Cap | 63.78 | 63.78 | 73.66 |
Small Cap | 17.84 | 17.84 | 5.69 |
Mid Cap | 15.89 | 15.89 | 8.87 |
Sector Allocation
Scheme Name |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|---|
Others | 1.45 | 1.45 | 0.92 |
Energy | 2.21 | 2.21 | 12.71 |
Technology | 6.46 | 6.46 | 1.62 |
Communication Services | 1.33 | 1.33 | - |
Industrials | 15.72 | 15.72 | 10.41 |
Financial Services | 30.1 | 30.1 | 23.65 |
Consumer Defensive | 9.82 | 9.82 | 5.22 |
Healthcare | 7.36 | 7.36 | 9.89 |
Basic Materials | 6.8 | 6.8 | 4.88 |
Consumer Cyclical | 18.5 | 18.5 | 9.97 |
Real Estate | 0.24 | 0.24 | 3.24 |
Utilities | - | - | 17.48 |
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