LIC MF Tax Plan Add to compare
61.0788
-0.1949
(-0.32%)
1 day change as on 10 Jul 2020
Investment Objective: To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 223.58
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 500
Launch Date Fund Manager Last Dividend
31-03-1997 Sachin Relekar 0.00
Benchmark Email / Website Bonus
Nifty 500 TRI corp.office@licnomuramf.com / www.licnomuramf.com
AMC Name
LIC Mutual Fund Asset Management Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
LIC MF Tax Plan 241.42 5.91 10.14 -16.81 -7.43 1.41 3.94 8.08
SBI Tax Advantage Fund - Series 3 19.62 8.03 12.98 -1.73 10.26 8.71 10.97 17.76
BOI AXA Midcap Tax Fund - Series 1 81.88 6.46 10.97 -3.16 8.03 -- -- -4.76
BOI AXA Tax Advantage Fund 261.59 6.86 10.76 -3.88 7.76 4.28 6.84 15.93
SBI Tax Advantage Fund - Series 2 24.05 9.57 16.59 -2.60 7.29 5.13 11.61 18.1
SBI Long Term Advantage Fund - Series IV 137.03 9.62 15.19 -6.75 5.57 5.48 -- 9.35
Top 10 Holdings
Company Name Sector Name Asset %
Triparty Repo Current Assets 9.54
HDFC Bank Ltd. Financial Services 8.13
Infosys Ltd. IT 6.65
Bajaj Finance Ltd. Financial Services 5.74
ICICI Bank Ltd. Financial Services 5.49
 
Company Name Sector Name Asset %
Avenue Supermarts Ltd. Consumer Goods 5.35
Tata Consultancy Services Ltd. IT 4.24
Kotak Mahindra Bank Ltd. Financial Services 3.85
Bharti Airtel Ltd. Telecom 3.39
Hindustan Unilever Ltd. Consumer Goods 3.09
AUM Movement
Asset Allocation