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LIC MF ELSS Tax Saver-Regular Plan-Growth

Fund House:
LIC Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
31-03-1997
ISIN Number:
INF767K01956
Minimum Investment:
500
Minimum SIP:
1000
Total Assets: (29-11-2024):
1147.8
Nav (08-01-2025)
154.8441
CAGR Since Inception:
10.77
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-12-2024)::
2.13 %
Risko-Meter:
Very High
Exit Load:
:NIL w.e.f. 01/08/2009 Entry Load :Nil :Nil. Repurchases are allowed on all business days an ongoing basis subject to a lock in period of 3 years from the date of investment. ***** The above investment in LIC MF TAX PLAN is eligible for availing tax benefits under Section 80C Income Tax Act, 1961 *****
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
LIC MF ELSS Tax Saver-Regular Plan-Growth 25.44 25.52 15.06 16.84 12.01
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 41.08 41.28 25.41 23.83 0
HSBC Tax Saver Equity Fund - Growth 30.57 29.31 17.14 20.01 13.59
HSBC ELSS Tax saver Fund - Regular Growth 30.41 30.58 16.92 19.24 13.91
JM ELSS Tax Saver Fund (Regular) - Growth option 27.86 30.37 18.26 21.76 15.82
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 27.42 30.44 0 0 0
SBI Long Term Equity Fund - Regular Plan- Growth 26.07 33.4 23.13 24.27 14.77
Invesco India ELSS Tax Saver Fund - Growth 24.7 28.52 13.81 19.25 14.33
DSP ELSS Tax Saver Fund - Regular Plan - Growth 22.9 26.54 17.53 21.23 15.8
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 22.75 27.13 15.29 18.03 12.81
Fund Manager
Karan Doshi, Dikshit Mittal:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On LIC MF ELSS Tax Saver-Regular Plan-Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 10.77% 13.94% 15.83%
1 Year 25.44% 10.40% 18.83%
3 Year 15.06% 11.30% 14.97%
5 Year 16.84% 15.82% 19.08%
10 Year 12.01% 12.70% 13.64%
Nav / Index Value as on2025-01-09 1,147.80% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.95
Equity 99.05
Company Holding
ICICI BANK LIMITED 7.72
HDFC BANK LIMITED 7.17
SHAKTI PUMPS (INDIA) LIMITED 5.06
TRENT LIMITED 4.09
STATE BANK OF INDIA 3.37
INFOSYS LIMITED 3.32
AXIS BANK LIMITED 2.48
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 2.27
LARSEN AND TOUBRO LIMITED 2.24
POWER FINANCE CORPORATION LTD. 2.18
FAQ's of LIC MF ELSS Tax Saver-Regular Plan-Growth
How do I use the SIP Calculator to calculate LIC Mutual Fund ?

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Now, you will be able to see the estimated returns.
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LIC MF ELSS Tax Saver-Regular Plan-Growth