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  • HDFC ELSS TaxSaver fund (Growth)

Formerly HDFC TaxSaver Gr

HDFC Mutual Funds

HDFC ELSS TaxSaver fund (Growth)

EquityTax Saving

1162.848

NAV (Mar 01)

18.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1162.848

NAV (Mar 1)

Fund Returns

Last 1Y
45%
Last 3Y
25.4%
Last 5Y
18.8%
Last 10Y
16.3%
Since Inception
NA
6 Month CAGR
23.2%

Scheme Information

Investment Objective

To generate capital appreciation / income from a portfolio,comprising predominantly of equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.74
Launched (28y ago)
Mar 31, 1996
AUM in Crores
13440.722
ISIN
INF179K01BB8
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
12.2
Standard Deviation (5yr)
19
Beta (3yr)
0.87
Beta (5yr)
0.96
Sharpe Ratio (3yr)
1.632
Sharpe Ratio (5yr)
0.696
YTM
0
Fund Managers

Roshi Jain

Fund Manager

Dhruv Muchhal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC ELSS TaxSaver fund (Growth)70%11,77,828 4,45,21618.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

icici bank ltd

9.6%
9.6%

hdfc bank ltd

9.3%
9.3%

treps - tri-party repo

8.5%
8.5%

hcl technologies ltd

5.4%
5.4%

hindustan aeronautics ltd ordinary shares

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

36.5%
36.5%

healthcare

12.5%
12.5%

technology

10.3%
10.3%

industrials

9.4%
9.4%

consumer cyclical

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 641,924 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
1800 3010 6767/ 1800 419 7676 (Toll-free)
cliser@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

25.2%

12.9%

9%

5.4%

5.8%

7.8%

4.9%

5.8%

6.5%

5.9%

HDFC ELSS TaxSaver fund (G) Review

HDFC ELSS TaxSaver fund (G) is a Tax Saving Equity fund and has delivered an annualised return of null% over a period of 27 years. The fund was previously known as HDFC TaxSaver Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Roshi Jain.

Nav of HDFC ELSS TaxSaver fund (G) as of 3/1/2024 is ₹1162.85 with the total AUM as of 3/2/2024 is ₹13440.722. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC ELSS TaxSaver fund (G) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC ELSS TaxSaver fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

HDFC ELSS TaxSaver fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

HDFC ELSS TaxSaver fund (G) is rated as a 3 fund in Equity and delivered 45% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC ELSS TaxSaver fund (G).

Frequently Asked Questions

What is HDFC ELSS TaxSaver fund (G)?

HDFC ELSS TaxSaver fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC ELSS TaxSaver fund (G)?

You can invest in HDFC ELSS TaxSaver fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC ELSS TaxSaver fund (G)?

The minimum sip amount for HDFC ELSS TaxSaver fund (G) is ₹500. You can invest in multiples of ₹500.

Is HDFC ELSS TaxSaver fund (G) good to invest in?

As per Scripbox experts, HDFC ELSS TaxSaver fund (G) is a Neutral fund. You can investHDFC ELSS TaxSaver fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC ELSS TaxSaver fund (G)?

The expense ratio of the HDFC ELSS TaxSaver fund (G) is 1.74% for regular plan.