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  • HDFC TaxSaver fund (Growth)
HDFC Mutual Funds

HDFC TaxSaver fund (Growth)

EquityTax Saving

835.778

NAV (Nov 25)

8.8%
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

Good

The performance of the fund on a Fund Size metric has been Good

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

835.778

NAV (Nov 25)

Fund Returns

Last 1Y

11.8%

Last 3Y

17.2%

Last 5Y

8.8%

Last 10Y

13.9%

Since Inception

NA

6 Month CAGR

19.3%

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

1.94

Launched (26y ago)

Mar 31, 1996

AUM in Crores

10065.807

ISIN

INF179K01BB8

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

22

Standard Deviation (5yr)

19.3

Beta (3yr)

0.95

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.623

Sharpe Ratio (5yr)

0.277

YTM

0

Fund Managers

Roshi Jain

Fund Manager

Priya Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

icici bank ltd

9.9%
9.9%

hdfc bank ltd

8.9%
8.9%

state bank of india

6.3%
6.3%

bharti airtel ltd

6.2%
6.2%

hindustan aeronautics ltd ordinary shares

5.2%
5.2%
See all holdings

Allocation by Sector

financial services

37.1%
37.1%

industrials

12.3%
12.3%

technology

10.8%
10.8%

healthcare

9.2%
9.2%

consumer cyclical

8.3%
8.3%
See all sectors

Compare HDFC TaxSaver fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.3%

    4.5%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC TaxSaver fund (G) Review

    HDFC TaxSaver fund (G) is a Tax Saving Equity fund and has delivered an annualised return of null% over a period of 26 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Priya Ranjan, Roshi Jain.

    Nav of HDFC TaxSaver fund (G) as of 11/25/2022 is ₹835.78 with the total AUM as of 11/27/2022 is ₹10065.807. 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 2 fund in Equity and delivered 11.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC TaxSaver fund (G).

    Frequently Asked Questions

    What is HDFC TaxSaver fund (G)?

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

    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 1.94% for regular plan.