Scheme Profile

LIC MF ELSS Tax Saver - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
1,097
Inception Date
31-03-1997
Category
Equity - ELSS

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 500
  • 52 Week High / Low ()
  • 156.3521 (29-Oct-2025) / 134.894 (28-Feb-2025)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 148.47 ( 1.10) ( 0.75 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Yogesh Patil
  • Value of () 1,00,000 since inception
  • 14,84,685
  • Entry Load
  • NIL
  • Exit Load
  • Nil
  • Expense Ratio (%)
  • 2.15
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 36.09 times
  • Portfolio P/B
  • 7.04 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.10

Risk Factors

  • Jenson's Alpha
  • 0.71
  • Standard Deviation
  • 3.57
  • Beta
  • 0.87
  • Sharpe
  • 0.81
  • R-Squared
  • 1.00
  • Treynor Factor
  • -0.01

NAV Movement

AUM Growth ( Cr.)

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • Nifty 500 TRI
  • -5.00
  • -4.28
  • -2.68
  • 6.47
  • 14.90
  • 15.27
  • 15.07
  • -

Company Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • HDFC Bank Ltd
  • Equity
  • 9,16,422
  • 8.28
  • ICICI Bank Ltd
  • Equity
  • 6,04,329
  • 7.40
  • Shakti Pumps (India) Ltd
  • Equity
  • 7,77,563
  • 5.13
  • Axis Bank Ltd
  • Equity
  • 3,42,519
  • 3.96
  • Cholamandalam Investment & Finance Company Ltd
  • Equity
  • 2,10,855
  • 3.27

Sector Top 5 Holdings

  [ As on 31 Dec 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 22,27,223
  • 23.77
  • IT - Software
  • 4,15,290
  • 8.51
  • Finance
  • 10,77,587
  • 7.48
  • Automobile
  • 1,33,089
  • 7.42
  • Capital Goods-Non Electrical Equipment
  • 9,53,661
  • 7.21

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -4.00 -3.81 -3.73 -3.38 0
2025 0.17 3.12 7.25 8.55 1,097.43
2024 22.87 19.04 16.00 8.12 1,149.78
2023 24.79 29.29 26.30 18.10 1,021.20
2022 -0.87 1.26 2.82 2.80 412.08
2021 25.48 37.77 30.95 21.69 407.53
2020 8.66 17.53 17.70 15.60 325.95
2019 7.74 6.43 8.64 13.79 262.71
2018 -0.99 -8.07 -1.55 6.67 196.48
2017 34.74 35.37 37.27 28.06 150.17

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Dec-2025 1.72 2.63 4.24 5.23 1,097.43
Sep-2025 -2.78 -3.13 -3.41 -4.10 1,087.00
Jun-2025 7.78 12.88 12.47 9.97 1,143.39
Mar-2025 -5.26 -7.84 -4.89 -1.39 1,088.39

Peer Comparison

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Asset Allocation

Sector Allocation

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