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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) | ₹4795 Cr | ₹1107 Cr | ₹1107 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 | -0.76% | -0.48% | -0.48% |
| 6 Month | 5.83% | 1.5% | 1.5% |
| 1 Year | 2.82% | -0.46% | -0.46% |
| 3 Year | 14.87% | 15.21% | 15.21% |
| 5 Year | 16.67% | 14.45% | 14.45% |
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 | 3.15% | 0.61% | 0.61% |
| 1 Year | 15.4% | 6.86% | 6.86% |
| 3 Year | 14.17% | 12.4% | 12.4% |
| 5 Year | 14.59% | 13.03% | 13.03% |
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 | 12.33% | 12.66% | 12.66% |
| 3 Year | 15.02% | 13.91% | 13.91% |
| 5 Year | 14.15% | 12.59% | 12.59% |
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 | 12.5% | 12.19% | 12.19% |
| Sharp | 0.7% | 0.74% | 0.74% |
| Beta | 0.97% | 0.87% | 0.87% |
| Alpha | -0.5% | 0.59% | 0.59% |
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 | 10.14 | 3.27 | 3.27 |
| Large Cap | 58.47 | 63.95 | 63.95 |
| Small Cap | 18.46 | 17.82 | 17.82 |
| Mid Cap | 12.93 | 14.97 | 14.97 |
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 | 2.83 | 2.32 | 2.32 |
| Communication Services | 6.15 | 1.12 | 1.12 |
| Energy | 5.36 | 2.47 | 2.47 |
| Technology | 7.47 | 7.02 | 7.02 |
| Basic Materials | 7.08 | 6.89 | 6.89 |
| Industrials | 14.08 | 13.45 | 13.45 |
| Financial Services | 33.69 | 30.99 | 30.99 |
| Consumer Defensive | 1.75 | 9.96 | 9.96 |
| Healthcare | 4.49 | 7.18 | 7.18 |
| Consumer Cyclical | 12.56 | 18.59 | 18.59 |
| Real Estate | 2.2 | - | - |
| Utilities | 2.35 | - | - |
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