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LIC Mutual Fund

LIC MF Tax Direct Plan - Growth

NAV
returns change indicator
109.7628
as on 21 Sep 2021, 10:50 PM
0.8569(0.79%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by Morningstar

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
28th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,53,255
star
1,58,739
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
58,739
Profit (absolute return)
58.74%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
13.10%
In the last 6 months
23.56%
In the last 1 year
51.82%
In the last 3 years
58.74%
In the last 5 years
102.15%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

LIC MF Tax Direct Plan - Growth
LIC MF Tax Direct Plan - Growth
as of 31 Aug 2021, 05:30 AM
401.24 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.30%
Expense Ratio
Plan
Growth
2.44%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Financial
27.81%
111.58 Cr
Technology
16.94%
67.97 Cr
Services
9.53%
38.24 Cr
Healthcare
8.62%
34.59 Cr
Chemicals
7.82%
31.38 Cr
FMCG
6.29%
25.24 Cr
Energy
4.59%
18.42 Cr
Consumer Durable
4.48%
17.98 Cr
Insurance
2.93%
11.76 Cr
Communication
2.63%
10.55 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
ICICI Bank Ltd.
9.33%
37.44 Cr
Infosys Ltd.
9.05%
36.31 Cr
HDFC Bank Ltd.
7.21%
28.93 Cr
Tata Consultancy Services Ltd.
5.14%
20.62 Cr
Avenue Supermarts Ltd.
4.17%
16.73 Cr
Bajaj Finance Ltd.
3.30%
13.24 Cr
Others
2.77%
11.11 Cr
Reliance Industries Ltd.
2.66%
10.67 Cr
Kotak Mahindra Bank Ltd.
2.65%
10.63 Cr
Bharti Airtel Ltd.
2.39%
9.59 Cr
View All
View All

About LIC MF Tax Direct Plan - Growth

LIC MF Tax Direct Plan - Growth is a Tax Saver mutual fund scheme from LIC Mutual Fund. This scheme was launched on 02 Jan 2013 and is currently managed by its fund manager Yogesh Patil. It has an AUM of ₹401.24 Crores and the latest NAV decalared is ₹109.763 as on 22 Sep 2021 at 4:48 am.
LIC MF Tax Direct Plan - Growth scheme return performance in last 1 year is 51.82%, in last 3 years is 58.74% and 263.64% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:401.24 Cr
Category:Equity: ELSS
Launch Date:02 Jan 2013
Fund Type:Open-End

Scheme 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.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

LIC Mutual Fund
LIC Mutual Fund
View AMC Details
17,964.60 Cr
AUM
64
Schemes
Address
Address
Industrial Assurance Building4th Floor, Opp. Churchgate Station400020
Phone Number
Phone Number
Phone : 022-66016000 / 1800-258-5678
Fax : 022-22880633