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LIC Tax Plan

LIC Tax Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.30

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,175 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

  • ₹ 101.987

    as on 01 Dec 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 ₹ 101.987 as on 01 Dec 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 5.15% 7.27% 17.54% 17.83% 43.13% 38.11% 22.24% 20.77% 26.41% 28.56% 41.73% 31.87% 24.34%
Category Average 3.36% 4.00% 12.19% 7.93% 22.15% 17.28% 11.12% 14.66% 15.32% 14.57% 21.14% 16.28% 14.56%
LIC Tax Plan -0.37%₹ 9,962 1.06%₹ 10,105 10.00%₹ 10,999 3.15%₹ 10,315 8.42%₹ 12,539 16.90%₹ 13,665 10.54%₹ 26,682 12.30%₹ 14,175 16.52%₹ 45,959 10.32%₹ 16,347 13.20%₹ 83,549 13.12%₹ 34,353 12.62%₹ 2,31,612
DSP Tax Saver Fund 2.72%₹ 10,271 5.85%₹ 10,585 13.15%₹ 11,315 8.71%₹ 10,870 16.32%₹ 13,035 24.08%₹ 15,395 15.58%₹ 27,998 18.74%₹ 16,764 23.15%₹ 50,425 13.22%₹ 18,611 18.42%₹ 94,975 16.59%₹ 46,454 16.43%₹ 2,84,200
Mirae Asset Tax Saver Fund 3.87%₹ 10,386 5.34%₹ 10,533 11.70%₹ 11,170 5.59%₹ 10,558 13.93%₹ 12,886 21.73%₹ 14,818 13.79%₹ 27,528 19.72%₹ 17,183 22.66%₹ 50,082 14.88%₹ 20,019 19.00%₹ 96,326 - -
Quant Tax Plan 2.42%₹ 10,241 7.80%₹ 10,780 18.30%₹ 11,829 16.10%₹ 11,610 26.23%₹ 13,642 42.07%₹ 20,183 28.67%₹ 31,526 38.37%₹ 26,564 41.96%₹ 64,643 22.64%₹ 27,757 32.08%₹ 1,31,763 20.85%₹ 66,531 24.41%₹ 4,37,438
BOI AXA Tax Advantage Fund 1.65%₹ 10,164 5.42%₹ 10,542 15.48%₹ 11,547 4.55%₹ 10,455 15.35%₹ 12,975 23.07%₹ 15,146 14.85%₹ 27,806 24.07%₹ 19,133 23.81%₹ 50,882 13.68%₹ 18,993 20.13%₹ 99,029 16.17%₹ 44,825 16.92%₹ 2,91,762
Canara Robeco Equity Tax Saver Fund 1.88%₹ 10,188 4.06%₹ 10,406 14.00%₹ 11,400 6.03%₹ 10,602 14.59%₹ 12,927 22.41%₹ 14,984 14.30%₹ 27,661 21.74%₹ 18,069 22.47%₹ 49,953 16.19%₹ 21,189 19.33%₹ 97,118 15.28%₹ 41,512 16.24%₹ 2,81,186

Portfolio Holdings

Portfolio holdings pattern of LIC Tax Plan as on 02 Dec 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%