Last NAV: 66.8472

LIC MF TAX PLAN   -   Growth

INVESTMENT OBJECTIVE : Earlier known as Dhan Tax Saver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
8.65% 11.48% 12.07% 4.64% 2.44% -1.20%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.40 0.46 0.13 21.70% -68.82% 59.09%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   227.18   Cr.
Inception Date 31/03/1997
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 37
Expense Ratio 2.58

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
1997 0.00 0.00 0.00 0.00 0.00 0.20 5.68 -2.08 -5.49 1.22 -4.73 1.90 -3.70
1998 -4.36 2.49 9.31 1.26 -0.57 -15.58 2.62 -1.33 3.26 -2.07 -1.45 2.48 -5.81
1999 4.30 0.11 14.66 -12.60 15.79 3.09 15.34 6.27 8.42 -2.39 0.41 11.24 80.95
2000 4.93 14.04 -15.26 -26.47 -0.73 9.29 -3.61 -0.94 -2.76 -1.78 4.21 0.24 -22.95
2001 0.00 -25.12 -26.16 -0.86 6.77 -9.45 -4.62 1.41 1.23 2.74 3.85 -3.14 -46.37
2002 3.68 4.35 -0.21 -1.24 -0.50 4.12 -8.99 5.34 -7.54 0.44 9.23 5.45 13.27
2003 -4.19 3.41 -6.94 0.67 10.23 10.73 10.20 17.08 3.10 11.41 2.45 13.46 95.17
2004 0.06 0.13 -0.03 3.15 -14.74 0.43 6.96 -0.98 3.56 2.25 5.50 6.27 11.21
2005 1.04 1.18 -3.41 -4.50 7.25 2.57 6.69 6.72 3.05 -10.21 8.66 4.28 23.83
2006 5.99 4.00 10.21 6.19 -16.32 -3.27 -3.21 8.25 5.58 4.82 3.76 2.08 28.25
2007 1.53 -8.89 -1.06 6.75 2.58 1.49 5.04 -1.46 8.68 16.14 1.43 10.37 48.76
2008 -19.32 -1.34 -14.94 9.91 -7.02 -18.88 7.54 1.25 -9.81 -24.02 -5.01 8.42 -56.87
2009 -3.52 -4.70 6.67 13.41 31.06 -2.78 6.66 -0.57 8.77 -9.73 6.32 3.36 62.17
2010 -4.60 -1.26 5.35 0.70 -3.40 5.40 1.44 1.25 9.84 0.59 -3.26 3.61 15.73
2011 -8.93 -4.02 8.06 -1.26 -3.19 1.52 -2.35 -8.78 -1.40 6.09 -9.18 -4.87 -26.20
2012 12.10 4.07 -1.72 -0.33 -5.66 6.70 -1.72 0.34 7.72 -1.25 4.43 0.25 26.33
2013 2.46 -6.02 -0.91 3.64 0.68 -2.78 -0.29 -4.11 3.02 10.38 -0.37 3.19 8.18
2014 -3.19 4.03 3.82 0.36 8.03 7.79 2.97 5.49 1.64 3.94 5.51 0.74 49.05
2015 6.26 0.38 -1.15 -2.45 3.35 -2.15 2.51 -5.17 -0.83 -0.93 -1.89 -0.50 -3.01
2016 -6.44 -8.07 11.17 2.64 2.61 3.47 3.70 3.43 -0.28 0.74 -6.20 -1.93 3.26
2017 6.17 2.82 3.60 2.99 2.62 -0.47 4.92 -1.06 -1.24 5.84 0.93 5.36 37.28
2018 -0.47 -1.39 -3.81 8.19 -2.82 -3.61 3.91 4.65 -9.70 -1.55 4.98 1.87 -1.09
2019 -3.91 -1.29 6.79 -0.17 2.53 -1.20 0.00 0.00 0.00 0.00 0.00 0.00 2.44
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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