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LIC MF Tax Plan-Growth

Ranked 180 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Sachin Relekar

Sachin Relekar has been working at Tata AMC since 2007, where he manages the Tata Ethical Growth fund and invests in Sharia-compliant equity and equity related instruments of well-researched value and growth-oriented companies. He has also been an analyst for CD Equity research and has had other work as a management consultant.

Objective

Investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. Under normal circumstances, the asset allocation under the schemes will be as below:Equity 80%-100% and Deb/MM 0%-20%.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 180/307 Total Return
  • Rank 179/307 Standard Deviation
  • Rank 257/307 Max Drawdown
Fund Name Currency Return
178 Reliance Quant Fund-Growth INR

41.6%

179 Nomura India Star Fund INR

41.6%

180 LIC MF Tax Plan-Growth INR

41.5%

181 Danske Invest India Kasvu INR

41.4%

182 HSBC Small Cap Equity Fund-Growth INR

41.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6% 1.3%
2017 37.3% 13.1% 5.2% 2.5% 12.6%
2016 3.3% -4.4% 9.0% 7.0% -7.3%
2015 -3.0% 5.4% -1.4% -3.6% -3.3%
2014 49.1% 4.6% 16.9% 10.4% 10.5%
2013 8.2% -4.6% 1.4% -1.5% 13.5%
2012 26.3% 14.7% 0.3% 6.2% 3.4%
2011 -26.2% -5.5% -3.0% -12.2% -8.3%
2010 15.7% -0.8% 2.5% 12.8% 0.8%
2009 62.2% -1.9% 44.5% 15.4% -0.8%
2008 -56.9% -32.3% -17.1% -1.8% -21.8%
2007 48.8% -8.5% 11.1% 12.5% 30.0%
2006 28.3% 21.5% -14.1% 10.6% 11.0%
2005 23.8% -1.3% 5.1% 17.3% 1.7%
2004 11.2% -0.4% -11.2% 9.7% 14.6%
2003 95.2% -7.8% 22.9% 33.0% 29.5%
2002 13.3% 8.0% 2.3% -11.4% 15.7%
2001 -46.4% -44.7% -4.6% -3.1% 5.0%
2000 -7.2% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date17/04/2000
  • Share Class size1,822Mn
  • Base currencyINR
  • ISIN INF767K01956

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).