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LIC Tax Plan

LIC Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.27

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,724 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

  • ₹ 97.929

    as on 26 Nov 2021
  • Regular - Growth

  • 16 / 37

  • ₹ 500

  • ₹ 368 Cr.

    as on 26 Nov 2021
  • 2.56%

    since 31 May 2021
  • 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 ₹ 97.929 as on 26 Nov 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 -0.70% 11.08% 19.10% 79.13% 51.39% 34.71% 25.30% 20.42% 61.14% 71.37% 51.90% 33.08% 24.57%
Category Average -4.82% 4.33% 13.67% 39.46% 23.07% 18.47% 16.03% 16.69% 30.31% 36.73% 26.83% 18.18% 16.33%
LIC Tax Plan -5.30%₹ 9,469 2.94%₹ 10,294 14.16%₹ 11,416 33.07%₹ 13,306 27.09%₹ 13,698 17.18%₹ 13,737 30.84%₹ 32,148 16.27%₹ 15,724 22.62%₹ 50,088 15.28%₹ 20,371 16.14%₹ 89,846 14.98%₹ 40,462 14.53%₹ 2,56,584
Mirae Asset Tax Saver Fund -4.98%₹ 9,501 4.24%₹ 10,424 13.26%₹ 11,326 41.38%₹ 14,138 31.39%₹ 13,956 27.44%₹ 16,250 41.35%₹ 35,119 23.30%₹ 18,757 31.40%₹ 56,421 21.52%₹ 26,527 22.77%₹ 1,05,595 - -
DSP Tax Saver Fund -6.21%₹ 9,379 1.61%₹ 10,160 11.02%₹ 11,101 42.91%₹ 14,290 29.61%₹ 13,850 24.12%₹ 15,414 38.51%₹ 34,306 21.51%₹ 17,949 28.78%₹ 54,479 16.76%₹ 21,721 19.75%₹ 98,141 18.87%₹ 56,427 18.10%₹ 3,10,923
Canara Robeco Equity Tax Saver Fund -5.11%₹ 9,489 3.34%₹ 10,334 13.93%₹ 11,393 42.58%₹ 14,257 31.20%₹ 13,945 29.82%₹ 16,864 39.76%₹ 34,664 23.85%₹ 19,008 31.04%₹ 56,149 20.08%₹ 24,994 22.65%₹ 1,05,284 17.19%₹ 48,945 17.81%₹ 3,06,186
Axis Long Term Equity Fund -3.89%₹ 9,610 2.72%₹ 10,272 14.78%₹ 11,477 33.57%₹ 13,357 28.36%₹ 13,774 23.19%₹ 15,185 34.86%₹ 33,272 21.17%₹ 17,799 27.20%₹ 53,326 18.93%₹ 23,812 20.28%₹ 99,425 20.42%₹ 64,251 19.26%₹ 3,31,144
UTI Long Term Equity Fund (Tax Saving) -3.28%₹ 9,672 5.13%₹ 10,513 17.35%₹ 11,735 41.46%₹ 14,145 34.14%₹ 14,121 26.79%₹ 16,085 40.23%₹ 34,799 21.43%₹ 17,913 30.03%₹ 55,398 16.74%₹ 21,697 19.94%₹ 98,603 15.49%₹ 42,276 15.93%₹ 2,76,643

Portfolio Holdings

Portfolio holdings pattern of LIC Tax Plan as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    97.85%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.13%

Top Sector Holdings of LIC Tax Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.14% ₹ 94.80 Cr.
Computers - Software 15.75% ₹ 64.52 Cr.
Retailing 7.88% ₹ 32.27 Cr.
Pharmaceuticals 7.59% ₹ 31.12 Cr.
Chemicals - Speciality 4.20% ₹ 17.18 Cr.
Others 41.44% -

Top Stock Holdings of LIC Tax Plan

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.99% ₹ 40.91 Cr.
Infosys Ltd. 8.54% ₹ 34.97 Cr.
HDFC Bank Ltd. 7.29% ₹ 29.87 Cr.
Avenue Supermarts Ltd. 5.03% ₹ 20.61 Cr.
Tata Consultancy Services Ltd. 5.02% ₹ 20.57 Cr.
Others 64.13% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.51%
Net Receivables -0.38%