LIC MF ELSS Tax Saver-Regular Plan-Growth

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Category: Equity: ELSS
Launch Date: 31-03-1997
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.15% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 111.33 Cr As on (30-05-2025)
Turn over: 36

NAV as on 04-07-2025

154.2992

-0.16 (-0.1005%)

CAGR Since Inception

10.56%

NIFTY 500 TRI 12.6%

PERFORMANCE of LIC MF ELSS Tax Saver-Regular Plan-Growth

Scheme Performance (%) Data as on - 04-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
LIC MF ELSS Tax Saver-Regular Plan-Growth	2.39	20.47	20.05	11.44	10.56
NIFTY 500 TRI	3.82	21.64	23.3	14.14	12.6
Equity: ELSS	2.45	21.67	22.76	13.67	15.29

Yearly Performance (%)

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Fund Managers

FM1 Mr. Yogesh Patil FM2 Mr. Dikshit Mittal

Investment Objective

To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. An open-ended equity linked tax saving Scheme which offers investors the opportunity to seek Tax rebate u/s 80C of the Income Tax Act 1961. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for LIC MF ELSS Tax Saver-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of LIC MF ELSS Tax Saver-Regular Plan-Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
LIC MF ELSS Tax Saver-Regular Plan-Growth	12.19	0.8	0.23	0.88	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of LIC MF ELSS Tax Saver-Regular Plan-Growth

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Period

Data as on - 04-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
LIC MF ELSS Tax Saver-Regular Plan-Growth	31-03-1997	2.39	18.55	20.47	20.05	11.44
HSBC Tax Saver Equity Fund - Growth	05-01-2007	11.2	26.5	24.37	24.09	13.58
Parag Parikh ELSS Tax Saver Fund- Regular Growth	07-07-2019	9.82	21.87	22.45	25.15	0.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	9.8	25.76	0.0	0.0	0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	05-01-2015	7.92	30.86	31.24	27.19	16.78
HDFC ELSS Tax saver - Growth Plan	05-03-1996	7.05	25.84	26.43	26.74	13.67
ICICI Prudential ELSS Tax Saver Fund - Growth	19-08-1999	7.0	19.86	20.13	22.43	13.33
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	01-12-2015	5.99	20.63	20.65	23.51	0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	5.71	25.27	24.41	25.42	15.85
Axis ELSS Tax Saver Fund - Regular Plan - Growth	05-12-2009	5.58	16.59	17.93	17.32	12.12

PORTFOLIO ANALYSIS of LIC MF ELSS Tax Saver-Regular Plan-Growth

Asset Allocation (%)