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LIC MF Tax Plan vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹4711 Cr | ₹1143 Cr | ₹1143 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 17 Apr 2000 | 17 Apr 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 | 20% | % | 84% |
| Expense Ratio | 1.82 | 2.13 | 2.13 |
| Manager | Sailesh Jain | Karan Doshi | Karan Doshi |
| ISIN Code | INF277K01I52 | INF767K01956 | INF767K01956 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.61% | -1.07% | -1.07% |
| 6 Month | 7.76% | 6.51% | 6.51% |
| 1 Year | -0.29% | 1.05% | 1.05% |
| 3 Year | 16.62% | 16.56% | 16.56% |
| 5 Year | 20.78% | 20.01% | 20.01% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 5.1% | 3.69% | 3.69% |
| 1 Year | 4.93% | 3.66% | 3.66% |
| 3 Year | 15.39% | 15.97% | 15.97% |
| 5 Year | 16.24% | 15.67% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.57% | 12.54% | 12.54% |
| 3 Year | 14.8% | 12.99% | 12.99% |
| 5 Year | 13.66% | 11.88% | 11.88% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 14.00% | 13.39% | 13.39% |
| Sharp | 0.97% | 1.00% | 1.00% |
| Beta | 0.97% | 0.87% | 0.87% |
| Alpha | 0.47% | 1.65% | 1.65% |
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Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Name | Sailesh Jain | Karan Doshi | Karan Doshi |
| Total AUM | ₹17041 Cr | ₹2592 Cr | ₹2592 Cr |
| Funds Managed | 7 | 5 | 5 |
| Tata ELSS Fund - Regular Plan - Growth Option | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 9.09 | 4.07 | 4.07 |
| Large Cap | 59.32 | 62.52 | 62.52 |
| Small Cap | 21.35 | 17 | 17 |
| Mid Cap | 10.24 | 16.41 | 16.41 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 5.19 | 3.37 | 3.37 |
| Communication Services | 4.32 | 1.3 | 1.3 |
| Energy | 5.51 | 2.28 | 2.28 |
| Technology | 6.75 | 7.1 | 7.1 |
| Basic Materials | 6.85 | 6.99 | 6.99 |
| Consumer Cyclical | 14.22 | 16.77 | 16.77 |
| Industrials | 13.87 | 15.99 | 15.99 |
| Financial Services | 34.15 | 29.74 | 29.74 |
| Healthcare | 3.23 | 6.8 | 6.8 |
| Real Estate | 2.46 | 0.25 | 0.25 |
| Utilities | 2.45 | - | - |
| Consumer Defensive | 1 | 9.4 | 9.4 |
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