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LIC Tax Plan

LIC Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.75

as on 30 Jul 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,961 today.

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NAV Performance

LIC Tax Plan performance graph for last 3 years
Performance of LIC Tax Plan for last 3 Years

Fund Information

  • ₹ 91.065

    as on 30 Jul 2021
  • Regular - Growth

  • 19 / 37

  • ₹ 500

  • ₹ 368 Cr.

    as on 30 Jul 2021
  • 2.56%

    since 31 May 2021
  • 17 Apr 2000

  • Tax Saver - ELSS

  • Nifty 500 TRI

  • LIC mutual fund

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Highlights of this fund

LIC Tax Plan is an Open-ended Tax Saver Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 17 Apr 2000. This fund is offered by one of the top AMC (Assets Management Company) LIC mutual fund. You can also view here all other Tax Saver funds offered by LIC mutual fund.

Latest NAV of the fund is ₹ 91.065 as on 30 Jul 2021.

This fund has 21 years of track record. Since 31 May 2021 expense ratio of this fund is 2.56%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To provide capital growth along with tax rebate and tax relief to the investors through prudent investments in stock market.

List of Fund Managers of LIC Tax Plan

  • About Yogesh Patil

    Picture of Yogesh PatilMr. Patil is an MBA (Finance). Prior to joining LIC Mutual Fund, he has worked with Canara Robeco Mutual Fund, Sahara Mutual Fund and Religare Enterprise Limited.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 6.99% 21.73% 49.81% 108.13% 53.84% 30.87% 23.73% 18.07% 109.47% 80.12% 52.91% 32.88% 24.16%
Category Average 3.03% 12.75% 23.55% 54.83% 24.74% 13.41% 13.78% 14.27% 52.28% 37.57% 25.43% 17.09% 15.94%
LIC Tax Plan 1.80%₹ 10,180 11.24%₹ 11,124 19.01%₹ 11,901 47.62%₹ 14,762 42.02%₹ 14,570 19.17%₹ 14,209 28.50%₹ 31,475 11.75%₹ 13,961 20.13%₹ 48,358 12.60%₹ 18,108 14.62%₹ 86,521 12.27%₹ 31,867 13.83%₹ 2,47,044
Mirae Asset Tax Saver Fund 2.36%₹ 10,236 12.45%₹ 11,245 25.01%₹ 12,500 61.66%₹ 16,165 55.44%₹ 15,341 29.84%₹ 16,870 43.10%₹ 35,587 19.67%₹ 17,145 30.80%₹ 55,930 20.14%₹ 25,056 22.40%₹ 1,04,600 - -
Canara Robeco Equity Tax Saver Fund 3.03%₹ 10,303 13.02%₹ 11,301 23.53%₹ 12,352 57.23%₹ 15,723 53.78%₹ 15,246 30.91%₹ 17,148 42.41%₹ 35,386 19.43%₹ 17,045 30.58%₹ 55,763 17.45%₹ 22,369 22.04%₹ 1,03,681 15.02%₹ 40,583 17.42%₹ 2,99,661
Axis Long Term Equity Fund 1.98%₹ 10,198 10.66%₹ 11,065 21.11%₹ 12,111 51.82%₹ 15,182 45.31%₹ 14,760 24.67%₹ 15,552 33.08%₹ 32,744 14.54%₹ 15,034 24.78%₹ 51,563 15.24%₹ 20,340 18.75%₹ 95,732 18.07%₹ 52,743 18.75%₹ 3,22,029
Quant Tax Plan 6.99%₹ 10,699 21.73%₹ 12,172 49.81%₹ 14,980 108.13%₹ 20,812 109.47%₹ 18,277 53.84%₹ 23,694 80.12%₹ 46,849 30.87%₹ 22,429 52.91%₹ 74,033 23.73%₹ 29,036 32.88%₹ 1,34,207 16.33%₹ 45,450 24.16%₹ 4,31,276
Invesco India Tax Plan 3.77%₹ 10,376 13.21%₹ 11,320 22.41%₹ 12,240 50.63%₹ 15,063 50.18%₹ 15,041 26.57%₹ 16,030 37.08%₹ 33,867 14.18%₹ 14,891 25.98%₹ 52,419 15.01%₹ 20,141 18.51%₹ 95,161 15.59%₹ 42,642 17.30%₹ 2,97,769

Portfolio Holdings

Portfolio holdings pattern of LIC Tax Plan as on 31 Jul 2021 are listed below:

  • Equity Holdings:

    96.74%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.26%

Top Sector Holdings of LIC Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.78% ₹ 80.20 Cr.
Computers - software 17.01% ₹ 62.67 Cr.
Pharmaceuticals 7.95% ₹ 33.80 Cr.
Retailing 6.64% ₹ 24.48 Cr.
Chemicals - speciality 4.48% ₹ 16.51 Cr.
Others 42.14% -

Top Stock Holdings of LIC Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.27% ₹ 34.16 Cr.
ICICI Bank Ltd. 8.74% ₹ 32.18 Cr.
HDFC Bank Ltd. 7.68% ₹ 28.27 Cr.
Tata Consultancy Services Ltd. 5.64% ₹ 20.78 Cr.
Avenue Supermarts Ltd. 4.04% ₹ 14.87 Cr.
Others 64.63% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.90%
Net Receivables -0.64%