- Mutual Funds
- HDFC Mutual Funds
- HDFC TaxSaver fund (Growth)
HDFC TaxSaver fund (Growth)
₹ 952.185
NAV (Sep 25)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 952.185
NAV (Sep 25)
Fund Returns
Last 1Y | 22.1% |
Last 3Y | 28.6% |
Last 5Y | 13.3% |
Last 10Y | 15.7% |
Since Inception | NA |
6 Month CAGR | 21.7% |
Scheme Information
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 | 1.75 |
Launched (27y ago) | Mar 31, 1996 |
AUM in Crores | 11285.762 |
ISIN | INF179K01BB8 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 1.478 |
Sharpe Ratio (5yr) | 0.411 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC TaxSaver fund (Growth) | 10,18,231 | 2,85,619 | 13.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
9.2%hdfc bank ltd
8.9%bharti airtel ltd
5.7%hindustan aeronautics ltd ordinary shares
5.2%ntpc ltd shs dematerialised
5.1%Allocation by Sector
financial services
35.2%technology
12.3%healthcare
11.8%industrials
10.8%consumer cyclical
6.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.3% | 5.2% | ||
32.6% | 12.5% | ||
5.7% | 7.8% | ||
4.4% | 5.8% | ||
6.4% | 5.9% |
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 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).
Frequently Asked Questions
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.