Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 11.99% return, outperforming this fund by 12.08%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 36.17% return, outperforming this fund by 26% per annum
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.51% return, outperforming this fund by 11.59% per annum
LIC MF Tax Plan-Direct Plan Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Amit Nadekar. The fund could potentially beat inflation in the long-run.
1) LIC MF Tax Plan-Direct Plan Growth Option has a NAV of ₹108.1701 as on 08-02-2023.
2) LIC MF Tax Plan-Direct Plan Growth Option has ₹396 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.47 %.
Expense ratio | 1.47% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹396 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0.25% |
Lock In | 3 Years |
TurnOver | 17.43% |
LIC MF Tax Plan-Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.15% | 0.15% |
6 Month Returns | -1.34% | -1.34% |
1 Year Returns | -0.55% | -0.55% |
3 Years Returns | 33% | 9.97% |
5 Years Returns | 61.47% | 10.06% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
LIC MF Tax Plan-Direct Plan Growth Option | -5.26 | -4.57 | -0.83 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
LIC MF Tax Plan-Direct Plan Growth Option | 0.87 | 0.91 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
LIC MF Tax Plan-Direct Plan Growth Option | -0.49 | 0.36 | 0.29 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
LIC MF Tax Plan-Direct Plan Growth Option | 15.33 | 21.61 | 18.99 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.