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).
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Sep 25)
6 Month CAGR
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.
Launched (27y ago)
Mar 31, 1996
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|HDFC TaxSaver fund (Growth)||10,18,231||2,85,619||13.3%|
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.
icici bank ltd9.2%
hdfc bank ltd8.9%
bharti airtel ltd5.7%
hindustan aeronautics ltd ordinary shares5.2%
ntpc ltd shs dematerialised5.1%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,197 cr
₹ 11,862 cr
₹ 10,089 cr
₹ 9,392 cr
HDFC Asset Management Company Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
HDFC 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 is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan, Roshi Jain.
Nav of HDFC TaxSaver fund (G) as of 9/25/2023 is ₹952.18 with the total AUM as of 9/26/2023 is ₹11285.762. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC 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 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 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 IISL Nifty 500 TR INR.
HDFC TaxSaver fund (G) is rated as a 3 fund in Equity and delivered 22.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC TaxSaver fund (G).
What is HDFC TaxSaver fund (G)?
How to invest in HDFC TaxSaver fund (G)?
You can invest in HDFC 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 TaxSaver fund (G)?
The minimum sip amount for HDFC TaxSaver fund (G) is ₹500. You can invest in multiples of ₹500.
Is HDFC TaxSaver fund (G) good to invest in?
As per Scripbox experts, HDFC TaxSaver fund (G) is a Neutral fund. You can investHDFC 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 TaxSaver fund (G)?
The expense ratio of the HDFC TaxSaver fund (G) is 1.75% for regular plan.