OriginFunds
LIC Mutual Fund

LIC MF ELSS Tax Saver-Regular Plan-Growth

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF767K01956
NAV · 06-Jul-2026
148.6572
1M
+6.00%
6M
-5.34%
1Y (CAGR)
-4.52%
3Y (CAGR)
+10.10%
5Y (CAGR)
+10.32%
Since inception (CAGR)
+9.03%

NAV history

12113514904-07-202303-07-2026147.48
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
13.52%
Downside dev (3y)
10.48%
Max drawdown (3y)
-18.8%
Sharpe (3y)
0.27
SIP XIRR (3y)
+3.80%
SIP XIRR (5y)
+8.57%
Calendar-year returns
2020 +8.9%2021 +26.2%2022 -1.6%2023 +26.3%2024 +22.6%2025 +0.8%

Top holdings

AMFI disclosure · 2026-01-01
Larsen & Toubro Ltd.Investment - Equities
2.64%
Infosys Ltd.Investment - Equities
2.02%
ITC Ltd.Investment - Equities
1.29%

Fund facts

Fund managerSumit Bhatnagar
AUM₹9,775 Cr
TER · AMFI officialDirect 1.18% · Regular 2.35% (2026-06-30)
Launch date11-Jan-1997
Plan typeOpen Ended · Equity
Min lumpsumRs. 500/-
Lock-in3 yr
Volatility15.19
AMCLIC Mutual Fund Asset Management Limited

Objective · To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. An open ended equity linked tax saving Scheme which offers investors the opportunity to seek Tax rebate u/s 80C of the Income Tax Act 1961. However, there is no assurance that the investment objective of the Schemes will be realized.

scheme documents ↗