LIC MF Tax Plan - Growth - Regular Plan

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  • 0.19 %Nav, as on 16-04-2021

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  • Net Change on 16-04-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

Investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
LIC MF Tax Plan-Regular Plan-Growth -1.98 -0.20 50.11 7.38 12.36 9.35
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX -3.04 -0.41 59.57 12.48 13.73 15.26
S&P BSE SENSEX - TRI -3.04 -0.26 61.29 13.81 15.13 13.35

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
LIC MF Tax Plan-Regular Plan-Growth Mar 31, 1998 Unrated 50.11 7.38 12.36 2.56 335.18
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 53.51 12.32 15.31 1.85 27,870
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 45.97 6.23 12.23 1.98 13,647.28
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 62.55 1.03 7.29 2.01 11,219.23
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 60.85 8.62 11.11 1.89 9,257.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 60.09 10.56 12.91 1.82 8,310.40

Fund Holdings as on 31-March-2021

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Treps

  • Avenue Supermarts Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bajaj Finance Ltd.

  • Reliance Industries Ltd.

  • Tata Chemicals Ltd.

  • Hindustan Unilever Ltd.

  • Bharti Airtel Ltd.

  • Vinati Organics Ltd.

  • Tata Consumer Products Ltd.

  • HCL Technologies Ltd.

  • Atul Ltd.

  • IPCA Laboratories Ltd.

  • Voltas Ltd.

  • Titan Company Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Brigade Enterprises Ltd.

  • Divi's Laboratories Ltd.

  • Biocon Ltd.

  • Maruti Suzuki India Ltd.

  • The Indian Hotels Company Ltd.

  • Bata India Ltd.

  • Mahindra & Mahindra Ltd.

  • Info Edge (India) Ltd.

  • Housing Development Finance Corp Ltd.

  • Trent Ltd.

  • Asian Paints Ltd.

  • United Spirits Ltd.

  • Coromandel International Ltd.

  • SBI Life Insurance Company Ltd.

  • ICICI Lombard General Insurance Co. Ltd.

  • City Union Bank Ltd.

  • Syngene International Ltd.

  • Page Industries Ltd.

  • Petronet LNG Ltd.

  • Cipla Ltd.

  • ICICI Prudential Life Insurance Co Ltd.

  • Nestle India Ltd.

  • Sanofi India Ltd.

  • ICICI Securities Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Kansai Nerolac Paints Ltd.

  • Orient Electric Ltd.

  • Crompton Greaves Cons Electrical Ltd.

  • Aditya Birla Fash & Ret Part Paid Fv 7.5

  • Akzo Nobel India Ltd.

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Retailing

  • Chemicals

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Consumer Food

  • Refineries

  • Insurance

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Paints

  • Air Conditioners

  • Diamond & Jewellery

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Finance - Housing

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Textile

  • Industrial Gases & Fuels

  • Finance - Stock Broking

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Fund Manager

  • Cash

  • Equity

  • Rights

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About LIC MF Tax Plan

Scheme Analysis

LIC MF Tax Plan is a Equity - ELSS fund and belongs to LIC Mutual Fund. It was launched on 31-Mar-1998 and currently has an AUM of ₹335.18 crore. LIC MF Tax Plan is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of LIC MF Tax Plan ended up ₹0.16(0.19%)yesterday to ₹81.2265.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The LIC MF Tax Plan is managed by Yogesh Patil .

Fund House Contact

4th Floor, Industrial Assurance Building, Opp. Churchgate Station, Mumbai - 400 020

022-66016000
service@licnomuramf.com
022-22880633