LIC Mutual Fund

LIC MF ELSS Tax Saver Direct Plan Growth

₹ 162.31

NAV (Apr 04)

23.78%
5 Year CAGR
Scripbox Opinion
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Neutral
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Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

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Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

Earlier known as Dhan Tax Saver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

Expense Ratio
1.01 %
Launched 12Y ago
2013-01-02
AUM in Crores
1007.3
ISIN
INF767K01EM1
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
13.9
Beta
0.9
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

ICICI Bank Ltd.

6.96%
6.96%

HDFC Bank Ltd.

6.23%
6.23%

Shakti Pumps (India) Ltd.

5.36%
5.36%

Trent Ltd.

3.54%
3.54%

Others

3.51%
3.51%
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Allocation by Sector

Financial

28.82%
28.819981%

Capital Goods

10.23%
10.226975%

Technology

9.24%
9.235187%

Automobile

8.81%
8.808214%

Services

7.65%
7.653509%
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Frequently Asked Questions

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