LIC MF Tax Plan


An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.


To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the schemes will be realized.


  • Investors who would like to participate in equity market and also want to avail tax exemption u/s 80C.
  • Investors looking for capital appreciation with long-term investment horizon.
  • Investors who have a moderately high-risk appetite.
  • Investors who have an investment horizon of more than 3 years.

1. This product is suitable for investors who are seeking.

  • Long Term Capital Growth.
  • Investing in equity and equity related securities.
  • Risk - Moderately High.

2. Investors should consult their financial advisors if in doubt about whether the product is suitable for themKindly add below mentioned two lines in Product Label Section.

riskometer-img
Top holding where the fund has invested ( As on 31-Jan-2020 )
  • HDFC Bank Ltd.6.70 %

  • ICICI Bank Ltd.6.04 %

  • Bajaj Finance Ltd.5.41 %

  • Infosys Ltd.5.40 %

  • Tata Consultancy Services Ltd.4.48 %

  • City Union Bank Ltd.4.39 %

  • Avenue Supermarts Ltd.4.00 %

  • Bajaj Finserv Ltd.3.90 %

  • Cholamandalam Investment & Fin Co Ltd.3.18 %

  • Kotak Mahindra Bank Ltd.3.17 %

  • Others43.31 %

  • Cash & Cash Equivalent:10.02 %

Portfolio Composition (As of 31-Jan-2020)
Sector Allocation As % Of Nav (As of 31-Jan-2020)

Fund Information

  • Inception : 31/03/1997
  • Entry Load : Nil
  • Exit Load : Nil (Subject to lock   ...more
Performance

  • Lumpsum
  • SIP

Fund Documents

Fund Documents Documents PDF
Fact Sheet pdf-icon
Scheme Information Document pdf-icon
KIM and Application form pdf-icon
Product Leaflet pdf-icon
KYC IS ONE TIME EXERCISE WHILE DEALING IN SECURITIES MARKET - ONCE KYC IS DONE THROUGH A SEBI REGISTERED INTERMEDIARY {MUTUAL FUND, BROKER, DEPOSITORY, PARTICIPANTS, ETC.}, YOU NEED NOT UNDERGO THE SAME PROCESS AGAIN WHEN YOU APPROACH ANOTHER INTERMEDIARY