LIC MF Tax Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
22.74%
3Y annualised
+0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Jun 2023₹108.36
Min. SIP amountNot Supported
Rating2
Fund size₹443.83Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.6%22.7%10.9%9.5%
Category average17.3%24.6%11.9%NA
Rank with in category132519NA
Understand terms

Holdings (48)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.0%
HDFC Bank Ltd.FinancialEquity7.7%
Axis Bank Ltd.FinancialEquity5.1%
Infosys Ltd.TechnologyEquity3.8%
ITC Ltd.Consumer StaplesEquity3.3%
Mahindra & Mahindra Ltd.AutomobileEquity3.2%
SRF Ltd.DiversifiedEquity3.1%
Titan Company Ltd.Consumer DiscretionaryEquity3.1%
Maruti Suzuki India Ltd.AutomobileEquity3.0%
Trent Ltd.ServicesEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.45%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Amit Nadekar
Jun 2022 - Present
View details

Education
Mr. Nadekar has done M.Com, CA and MMS(Finance).
Experience
Prior to joining LIC Mutual Fund, he has worked with Alchemy Capital Management Pvt. Ltd., Raymond Limited, Apar Research and First Global Securities.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Industrial Assurance Building4th Floor, Opp. Churchgate Station Mumbai 400020
Phone
022-66016000 / 1800-258-5678
Launch Date
20 Apr 1994
LIC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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