Overview (as on 04 Aug 2021)

NAV

₹101.4215

1y returns

51.062%

Fund AUM

₹373 Cr

Expense Ratio

1.29%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
31.26%
Tech
16.81%
Consumer
11.93%
Basic Materials
10.25%
Defensive
9.36%
Health
8.85%
Communication
3.60%
Energy
2.73%
Utilities
1.98%
Industrials
1.62%
Real Estate
1.61%
Size Breakup
Large Cap
76.89%
Mid Cap
21.62%
Small Cap
1.49%

Key Metrics

Beta 

0.92

Std deviation 

18.36%

Sharpe Ratio 

0.51

Holdings

Fund Details

Investment Objectives
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. However, there is no assurance that the investment objective of the Schemes will be realized.
Scheme Name
LIC MF Tax Plan-Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Sachin Relekar
Fund House Details
Fund House
LIC Mutual Fund Asset Management Limited
Email
licmfamc@licmutual.com
Phone
+912222843660
Address
LIC Mutual Fund Asset Management Limited,4th Floor, Industrial Assurance Building,,Opp. Churchgate Station,

Other Related Plans

Peer Funds

LIC MF Tax Plan-Direct Plan Growth Option

NAV

₹101.4215

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sachin Relekar
Sachin Relekar

leader

Work Experience
"null"
Yogesh Patil
Yogesh Patil

leader

Work Experience
"-"

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