LIC MF Tax Plan Add to compare
71.462
-0.0681
(-0.1%)
1 day change as on 09 Dec 2019
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 226.56
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 255.97 0.30 9.13 5.76 13.33 13.33 8.68 9.05
SBI Tax Advantage Fund - Series 3 21.62 0.68 12.97 6.96 24.48 15.86 12.65 19.42
SBI Tax Advantage Fund - Series 2 25.86 0.96 11.19 5.45 20.23 13.66 12.47 19.56
DSP Tax Saver Fund 6185.82 -0.71 8.33 3.57 15.48 11.35 10.80 13.4
BOI AXA Tax Advantage Fund 255.19 0.06 10.49 5.34 15.07 12.64 8.55 16.96
SBI Long Term Advantage Fund - Series IV 160.48 0.84 10.97 6.67 14.89 -- -- 12.84
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 7.78
ICICI Bank Ltd. Financial Services 6.37
Triparty Repo Current Assets 5.93
Bajaj Finance Ltd. Financial Services 5.6
Infosys Ltd. IT 5.17
 
Company Name Sector Name Asset %
Tata Consultancy Services Ltd. IT 4.72
City Union Bank Ltd. Financial Services 4.55
Bajaj Finserv Ltd. Financial Services 4.45
Reliance Industries Ltd. Energy 3.7
Avenue Supermarts Ltd. Consumer Goods 3.64
AUM Movement
Asset Allocation