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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.96 | 13.66 | 1.77 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF ELSS Tax Saver | 29.89% | 17.14% | 16.02% |
Axis ELSS Tax Saver Fund | 26.06% | 9.55% | 18.06% |
SBI Long Term Equity Fund | 39.27% | 26.04% | 17.72% |
Mirae Asset ELSS Tax Saver Fund | 28.19% | 16.90% | 20.92% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.72 %
Holdings
7.17 %
Holdings
5.06 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 30,515.10 Cr.
Yogesh Patil
AUM: ₹8,267.74 Cr.
|
Exp: 9yrs
Dikshit Mittal
AUM: ₹6,971.89 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%