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LIC MF ELSS Tax Saver-Regular Plan-IDCW

LIC · ELSS
High
₹28.41
Current NAV
23 Oct 2026
-12.7%
1Y Return
5.9%
3Y CAGR
3.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • 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
Risk Metrics
1.69
Sharpe Ratio
0.99
Beta
-0.81
Alpha
2.35
Sortino
Fund Details
Fund House LIC
Category ELSS
AUM ₹5240 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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