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LIC MF ELSS Tax Saver-Direct Plan-Growth

LIC Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
990 cr
TER direct / regular
1.24% / 2.39%
Active return /yr (full)
-0.3%
Score
41
Rank (Score, pool)
#206 of 245
Percentile (full, pool)
21
IR vs benchmark
-0.06
CAGR (absolute)
13.1%
Max drawdown
-28.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-15-54Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2013201420152016201720182019202020212022202320242025202688373659Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY221.6%2.3%0.42643.0%21.6%23.2%12
FY23-0.2%-3.1%-0.05256.9%-1.6%-1.8%12
FY24-6.4%-7.8%-0.74176.6%40.1%33.7%12
FY2510.2%7.6%2.92973.2%5.9%16.1%12
FY26-6.5%-7.2%-2.0913.4%-3.1%-9.6%12
FY27*-0.2%-2.0%-0.08395.2%15.1%14.9%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-1.8+0.1+1.0-0.8
2020+1.7+2.7-1.8-6.0-1.4-1.0-1.9+1.0+1.1+0.2-1.3+0.2-6.5
2021-1.8-2.2-0.1+0.3-1.3+1.6+0.4+1.2-0.6+0.3+0.3-0.2-2.3
2022-0.5+0.9-1.0-1.8+1.1-0.4+0.5-0.3+2.3-1.9-3.7+0.5-4.5
2023-0.6+3.9+0.2-0.9+2.9-0.4-2.5+2.0-1.3+0.6-1.0-2.3+0.4
2024-3.5+0.8+0.8+0.6+1.6+2.2-0.4+0.5+0.4+1.4+1.0+2.0+7.4
2025-1.0+0.3+0.9-2.8-0.7-0.4+1.4-0.6-0.1-1.3-1.0+0.0-5.3
2026-0.2-0.7-0.6-1.3-1.0+2.4+0.3-0.6-1.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.0-0.8+3.7+0.8-2.7-0.2-4.0+3.1+10.5-0.3+3.3+6.6
2014-3.1+4.1+3.9+0.4+8.1+7.9+3.1+5.6+1.7+4.0+5.6+0.8+50.5
2015+6.3+0.4-1.1-2.5+3.4-2.1+2.6-5.1-0.8-0.8-1.8-0.4-2.6
2016-6.4-8.1+11.2+2.7+2.7+3.5+3.8+3.5-0.2+0.8-6.2-1.9+4.0
2017+6.3+2.9+3.7+3.1+2.7-0.4+5.0-1.0-1.1+6.0+1.0+5.5+39.1
2018-0.3-1.3-3.7+8.3-2.7-3.5+4.0+4.8-9.6-1.4+5.1+2.0+0.1
2019-3.8-1.2+6.9-0.1+2.6+0.3-5.1+1.9+6.5+2.0+1.4+1.6+13.0
2020+1.5-3.5-25.4+8.1-3.7+7.2+4.8+4.5+0.8+2.9+10.5+7.6+10.3
2021-3.7+5.6+0.9+0.7+5.7+3.6+1.9+7.7+2.8+0.5-2.6+2.2+27.8
2022-1.0-3.1+3.1-2.5-3.2-5.4+10.2+4.3-1.0+2.1-0.4-2.7-0.5
2023-3.9+1.2+0.4+3.6+6.7+4.0+1.4+1.4+0.8-2.2+6.1+5.7+27.6
2024-1.6+2.4+1.6+4.1+2.3+9.1+4.0+1.5+2.5-5.0+1.0+0.7+24.2
2025-4.4-7.5+8.2+0.4+2.9+3.3-1.4-2.5+1.1+3.0-0.0-0.2+2.0
2026-3.5-0.2-12.0+9.2-1.0+4.1+2.5-0.3-2.6

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120222023202420252026286051,182AUM (quarter avg), ₹cr
-176504
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.