LIC Mutual Fund

LIC MF ELSS Tax Saver (G)

₹ 149.69

NAV (May 12)

20.835%
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 ->

Downside Protection Measure

Satisfactory

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

Fund Size

Neutral

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

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
2.18 %
Launched 28Y ago
1997-03-31
AUM in Crores
1088
ISIN
INF767K01956
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
13.9
Beta
0.9
Sharpe Ratio
0.5
YTM
-
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%
See all holdings
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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%
See all sectors
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comparison

Comparison with Equity Funds

LIC MF ELSS Tax Saver (G) Review

LIC MF ELSS Tax Saver (G) is a Tax Saving Equity fund and has delivered an annualised return of 10.38% over 28 years. The fund has grown over a period of 28 years. The fund is managed by LIC Mutual Fund. The fund managers are Dikshit Mittal, Karan Doshi, Yogesh Patil.

Nav of LIC MF ELSS Tax Saver (G) as of 5/12/2025 is ₹149.69 with the total AUM as of 5/13/2025 is ₹1088.04. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF ELSS Tax Saver (G) was launched on 1997-03-31. The category risk of the fund is Very High.

The minimum SIP amount for LIC MF ELSS Tax Saver (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

LIC MF ELSS Tax Saver (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF ELSS Tax Saver (G).

Frequently Asked Questions

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