LIC MF ELSS Tax Saver-Direct Plan-Growth

LIC · ELSS

High

₹169.78

Current NAV

25 Jun 2026

13.2%

1Y Return

22.2%

3Y CAGR

14.2%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.82%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
Generates significant excess returns relative to benchmark index (Alpha: 2.32).
Very large asset base (AUM: ₹24,370 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.82

Sharpe Ratio

0.52

Beta

2.32

Alpha

2.22

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