LIC MF Tax Plan-Regular Plan-IDCW LIC MF Tax Plan-Regular Plan-IDCW

LIC MF Tax Plan - Investment Information

  • ₹31.79 (-0.0326%)

    Current NAV 16-07-2024

  • 35.89%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Investment Objective

Earlier known as Dhan Taxsaver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

Basic Details

Key Information About Investing Details.

  • CategoryELSS
  • Inv. PlanDividend
  • Launched In09-Jul-14
  • BenchmarkS&P BSE SENSEX
  • Fund TypeOpen-Ended
  • Fund HouseLIC Mutual Fund

Investment Details

Check the Fund’s General Information

  • Fund size443.83 Cr.
  • Min. Investment₹ 500
  • Min. Sip Inv.₹ 500
  • Min. Addl Inv.₹ 500
  • Expense Ratio2.45%
  • Turn over84%
  • Exit LoadNil

Fund Managers

Details of Managers and their Experience

Amit Nadekar-manager-image
Amit Nadekar

Fund Manage : 1

Total AUM. : ₹18,063 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCLIC Mutual Fund
  • Office No022-66016000
  • Website
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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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