Home>Mutual Funds>LIC Mutual Fund>LIC MF Tax Direct Plan Growth

LIC MF Tax Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
21.76%
3Y annualised
+0.71% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹115.69
Min. SIP amount₹500
Rating3star
Fund size₹410.87 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.9%21.8%16.5%16.5%
Category average54.9%14.2%14.3%NA
Rank with in category242217NA
Understand termsinfo

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity9.1%
TechnologyEquity8.9%
FinancialEquity7.4%
TechnologyEquity5.7%
ServicesEquity4.4%
FinancialEquity3.7%
EnergyEquity2.7%
CommunicationEquity2.6%
FinancialEquity2.6%
FMCGEquity2.4%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lower expense ratio: 1.3%
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Cons

Lower AUM: 410Cr. Funds with lower AUM tend to have higher expense ratio
Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 1.30%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Sachin Relekar
Mar 2015 - Present
View details
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Yogesh Patil
Sep 2020 - Present
View details
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Fund house & investment objective

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Fund house contact details

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