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LIC Tax Plan

LIC Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.38

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,089 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

  • ₹ 88.776

    as on 28 Jun 2022
  • 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 ₹ 88.776 as on 28 Jun 2022.

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 -1.11% -2.81% -3.95% 17.83% 49.13% 29.30% 19.56% 19.18% -2.20% 25.86% 34.79% 25.73% 21.69%
Category Average -2.49% -7.54% -9.87% -0.40% 25.23% 11.93% 9.90% 14.53% -13.04% 9.13% 14.09% 11.33% 12.81%
LIC Tax Plan -2.52%₹ 9,748 -8.65%₹ 9,134 -10.73%₹ 8,927 -1.27%₹ 9,872 -14.38%₹ 11,046 21.92%₹ 14,880 6.82%₹ 25,721 9.38%₹ 13,089 10.43%₹ 42,099 9.25%₹ 15,565 9.29%₹ 75,811 12.86%₹ 33,564 11.16%₹ 2,14,317
DSP Tax Saver Fund -2.58%₹ 9,742 -7.20%₹ 9,280 -8.05%₹ 9,195 -1.19%₹ 9,881 -12.74%₹ 11,158 27.53%₹ 16,285 11.51%₹ 26,931 14.35%₹ 14,958 16.35%₹ 45,844 11.90%₹ 17,548 13.59%₹ 84,350 16.70%₹ 46,906 14.78%₹ 2,59,971
Mirae Asset Tax Saver Fund -2.67%₹ 9,732 -6.67%₹ 9,332 -9.87%₹ 9,012 -0.95%₹ 9,905 -12.61%₹ 11,166 28.65%₹ 16,574 10.82%₹ 26,753 15.78%₹ 15,526 17.22%₹ 46,414 14.10%₹ 19,348 15.07%₹ 87,485 - -
Quant Tax Plan -3.17%₹ 9,682 -7.90%₹ 9,209 -7.04%₹ 9,296 5.55%₹ 10,554 -7.15%₹ 11,532 49.13%₹ 22,288 25.86%₹ 30,750 29.30%₹ 21,630 34.79%₹ 58,937 19.56%₹ 24,439 25.73%₹ 1,13,316 19.18%₹ 57,867 21.69%₹ 3,77,334
BOI AXA Tax Advantage Fund -2.39%₹ 9,760 -10.14%₹ 8,986 -15.45%₹ 8,455 -4.02%₹ 9,598 -18.91%₹ 10,736 28.70%₹ 16,586 8.13%₹ 26,057 18.78%₹ 16,767 16.77%₹ 46,123 13.77%₹ 19,067 14.56%₹ 86,390 15.51%₹ 42,326 14.65%₹ 2,58,157
Canara Robeco Equity Tax Saver Fund -2.44%₹ 9,756 -7.68%₹ 9,232 -11.88%₹ 8,812 -1.34%₹ 9,865 -14.57%₹ 11,034 27.45%₹ 16,263 9.09%₹ 26,305 15.14%₹ 15,268 15.99%₹ 45,610 13.92%₹ 19,190 14.73%₹ 86,751 14.81%₹ 39,837 14.28%₹ 2,53,068

Portfolio Holdings

Portfolio holdings pattern of LIC Tax Plan as on 29 Jun 2022 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%