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LIC Tax Plan

LIC Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.86

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,792 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

  • ₹ 94.031

    as on 20 Mar 2023
  • Regular - Growth

  • 19 / 37

  • ₹ 500

  • ₹ 398 Cr.

    as on 31 Dec 2021
  • 2.54%

  • 17 Apr 2000

  • Equity - ELSS

  • Nifty 500 TRI

  • LIC Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

LIC Tax Plan is an Open-ended Equity 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 Equity funds offered by LIC Mutual Fund.

Latest NAV of the fund is ₹ 94.031 as on 20 Mar 2023.

This fund has 22 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.54%. 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 -1.85% -2.07% 1.37% 17.83% 32.94% 47.61% 20.32% 21.23% 7.73% 9.64% 24.20% 24.36% 20.92%
Category Average -3.99% -6.98% -5.76% -0.11% 9.60% 24.87% 9.96% 14.33% -2.05% 1.66% 12.23% 11.73% 12.15%
LIC Tax Plan -4.41%₹ 9,559 -6.19%₹ 9,381 -8.26%₹ 9,173 -4.31%₹ 9,568 -4.76%₹ 11,690 7.60%₹ 11,580 -0.44%₹ 23,889 18.86%₹ 16,792 9.05%₹ 41,243 8.60%₹ 15,111 9.08%₹ 75,402 12.67%₹ 32,977 10.43%₹ 2,06,084
DSP Tax Saver Fund -3.92%₹ 9,608 -6.78%₹ 9,322 -5.32%₹ 9,468 -0.34%₹ 9,966 -1.80%₹ 11,883 10.60%₹ 12,235 2.08%₹ 24,520 27.39%₹ 20,673 13.76%₹ 44,164 12.19%₹ 17,782 13.72%₹ 84,598 16.25%₹ 45,098 13.97%₹ 2,48,850
Mirae Asset Tax Saver Fund -4.16%₹ 9,583 -7.15%₹ 9,285 -5.56%₹ 9,443 -2.17%₹ 9,782 -3.81%₹ 11,752 8.12%₹ 11,692 0.24%₹ 24,060 28.24%₹ 21,088 12.52%₹ 43,382 13.51%₹ 18,849 13.82%₹ 84,804 - -
Quant Tax Plan -2.38%₹ 9,762 -12.38%₹ 8,761 -12.64%₹ 8,736 2.55%₹ 10,255 -6.49%₹ 11,577 19.30%₹ 14,238 4.42%₹ 25,109 47.61%₹ 32,165 24.20%₹ 51,126 20.32%₹ 25,226 24.37%₹ 1,09,622 21.23%₹ 68,647 20.92%₹ 3,61,871
BOI AXA Tax Advantage Fund -3.80%₹ 9,619 -8.15%₹ 9,184 -6.80%₹ 9,319 -1.35%₹ 9,865 -1.80%₹ 11,884 10.25%₹ 12,157 1.04%₹ 24,260 27.24%₹ 20,600 13.21%₹ 43,818 11.87%₹ 17,524 15.28%₹ 87,920 15.87%₹ 43,650 14.44%₹ 2,55,236
Canara Robeco Equity Tax Saver Fund -4.39%₹ 9,560 -7.20%₹ 9,279 -7.06%₹ 9,293 -1.71%₹ 9,829 -3.35%₹ 11,782 8.22%₹ 11,715 0.54%₹ 24,134 25.86%₹ 19,935 11.92%₹ 43,009 14.18%₹ 19,416 13.90%₹ 84,983 14.75%₹ 39,598 13.70%₹ 2,45,284

Portfolio Holdings

Portfolio holdings pattern of LIC Tax Plan as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    97.63%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.37%

Top Sector Holdings of LIC Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.80% ₹ 88.90 Cr.
Computers - Software 17.51% ₹ 71.37 Cr.
Retailing 8.09% ₹ 32.97 Cr.
Pharmaceuticals 8.02% ₹ 32.67 Cr.
Chemicals - Speciality 4.17% ₹ 17.03 Cr.
Others 40.41% -

Top Stock Holdings of LIC Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.42% ₹ 38.38 Cr.
ICICI Bank Ltd. 9.26% ₹ 37.75 Cr.
HDFC Bank Ltd. 6.85% ₹ 27.92 Cr.
Tata Consultancy Services Ltd. 5.55% ₹ 22.63 Cr.
Avenue Supermarts Ltd. 5.10% ₹ 20.77 Cr.
Others 63.82% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.42%
Net Receivables -0.05%