Mar 20, 2023
The scheme aims is to provide capital growth to the investor along with tax rebate and tax relief to investors through prudent investments in the stock markets
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - LIC MF Tax Plan - (IDCW) | -4.4 | -8.26 | -4.32 | 18.86 |
| Benchmark - Nifty 500 TRI | -3.88 | -5.18 | -0.99 | 26.14 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | -3.9 | -6.44 | -0.03 | 27.59 |
| Category Rank | 1/1 | 1/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram LT Tax Advantage Fund-Sr.IV (G) | 18.5719 | -0.32 | 5.88 | 40.31 | 0.00 | 18.80 | 1.42 | 500.00 | invest |
| Sundaram LT Tax Advantage Fund-Sr.III (IDCW) | 16.0326 | -0.36 | 6.01 | 41.14 | 0.00 | 28.67 | 1.38 | 500.00 | invest |
| Sundaram LT Tax Advantage Fund-Sr.III (G) | 16.0325 | -0.36 | 6.01 | 41.14 | 0.00 | 28.67 | 1.38 | 500.00 | invest |
| SBI Long Term Advantage Fund - Series V (IDCW) | 15.7924 | -0.45 | -4.35 | 24.27 | 0.00 | 278.36 | 2.72 | 500.00 | invest |
| HDFC Tax Saver Fund (IDCW) | 51.1850 | -97.96 | 8.19 | 30.03 | 8.79 | 9,723.21 | 1.92 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | Feb 28, 2023 | 34.57 | 8.60 | -4.55 |
|
| Equity-HDFC Bank | Feb 28, 2023 | 23.45 | 5.84 | 7.93 |
|
| Equity-Axis Bank | Feb 28, 2023 | 22.92 | 5.70 | -16.16 |
|
| Equity-Infosys | Feb 28, 2023 | 22.69 | 5.65 | 0.39 |
|
| Equity-M & M | Feb 28, 2023 | 17.63 | 4.39 | -3.67 |
|
| Reverse Repo-TREPS | Feb 28, 2023 | 15.83 | 3.94 | -6.67 |
|
| Equity-ITC | Feb 28, 2023 | 12.36 | 3.08 | 12.35 |
|
| Equity-Titan Company | Feb 28, 2023 | 12.15 | 3.02 | -0.18 |
|
| Equity-Trent | Feb 28, 2023 | 11.31 | 2.81 | 1.49 |
|
| Equity-Schaeffler India | Feb 28, 2023 | 11.16 | 2.78 | 10.77 |
|
LIC Mutual Fund has announced 27 February 2023 as the record date for decla...
LIC Mutual Fund has announced 24 January 2023 as the record date for declar...
LIC Mutual Fund has announced that Mr. Sanjay Vinayak Josh has been appoint...
LIC Mutual Fund has announced 28 December 2022 as the record date for the d...
LIC Mutual Fund has announced change in exit load structure under the follo...
LIC Mutual Fund has announced that Mr. Dikshit Mittal is being appointed as...
| AMC Name | : | LIC Mutual Fund |
| Fund Name | : | LIC MF Tax Plan - (IDCW) |
| Contact Persone | : | Amit Nadekar |
| Registered Address | : | 4th Floor, Industrial InsuranceBuildg, Opp.Churchgate StationMumbai 400 020. |
| Telephone No | : | 022-66016000 |
| Fax No. | : | 022-22843660 |
| : | cs.co:licmf.com | |
| Website | : | www.licmf.com |
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