LIC MF Tax Plan - Growth - Direct Plan

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  • Net Change on 08-07-2020

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Fund Overview Growth | Direct 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-Direct Plan-Growth 5.31 15.90 -7.91 3.12 4.99 11.12
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX 5.70 21.53 -6.18 5.01 5.58 12.94
S&P BSE SENSEX - TRI 6.03 22.06 -5.00 6.28 6.93 12.38

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-Direct Plan-Growth Jan 01, 2013 -7.91 3.12 4.99 1.29 223.01
Canara Robeco Equity Taxsaver Fund - Direct Plan - Growth Option Jan 01, 2013 -1.63 6.93 7.50 1.24 928.85
Union Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 -2.15 3.00 3.32 1.94 227.76

Fund Holdings as on 31-May-2020

  • Treps

  • HDFC Bank Ltd.

  • Avenue Supermarts Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Bajaj Finance Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bharti Airtel Ltd.

  • Hindustan Unilever Ltd.

  • Bata India Ltd.

  • IPCA Laboratories Ltd.

  • Vinati Organics Ltd.

  • United Spirits Ltd.

  • Atul Ltd.

  • Tata Chemicals Ltd.

  • Trent Ltd.

  • Divi's Laboratories Ltd.

  • Tata Consumer Products Ltd.

  • Alkem Laboratories Ltd.

  • Voltas Ltd.

  • Maruti Suzuki India Ltd.

  • Housing Development Finance Corporation Ltd.

  • Page Industries Ltd.

  • Titan Company Ltd.

  • The Indian Hotels Company Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Info Edge (India) Ltd.

  • Asian Paints Ltd.

  • ICICI Prudential Life Insurance Co Ltd.

  • Sanofi India Ltd.

  • Cipla Ltd.

  • ICICI Securities Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Brigade Enterprises Ltd.

  • Net Receivables / (Payables)

  • Procter & Gamble Hygiene&HealthCare Ltd.

  • K.P.R. Mill Ltd.

  • Kansai Nerolac Paints Ltd.

  • Tube Investments Of India Ltd.

  • Syngene International Ltd.

  • City Union Bank Ltd.

  • SBI Cards & Payment Services Ltd.

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  • Bank - Private

  • Miscellaneous

  • Retailing

  • IT - Software

  • Pharmaceuticals & Drugs

  • Chemicals

  • Finance - NBFC

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Textile

  • Tea/Coffee

  • Paints

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Insurance

  • Finance - Stock Broking

  • Construction - Real Estate

  • Cycles

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Fund Manager

  • Education:MMS(Finance),BE (Mechanical)
  • Experience:
  • Basic Details:Mr. Relekar holds an MMS(Finance) degree from Jamnalal Bajaj Institute of Management Studies ,Mumbai, and a BE (Mechanical) degree from K.E.S. College of Engineering, Islampur.Prior to this he worked with Tata AMC from September 07 to December 12. He has also worked as an Equity Research Analyst with CD Equity Search, in strategy consulting for Innovision Consulting, and in Business Development for Tech Pacific India.
  • Funds Managed:
  • LIC MF Infrastructure Fund
  • LIC MF Large Cap Fund
  • LIC MF Large & Midcap Fund
  • LIC MF Tax Plan
  • LIC MF Unit Linked Insurance Scheme
  • Cash

  • Equity

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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 01-Jan-2013 and currently has an AUM of ₹223.01 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 down ₹-0.72(-1.09%)yesterday to ₹65.5459.

Among its top 3 holdings the fund has exposure to Treps, and

The LIC MF Tax Plan is managed by Sachin Relekar .

Fund House Contact

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

022-66016000
service@licnomuramf.com
022-22880633