HDFC ELSS Tax saver - Growth Plan

Fund House: HDFC Mutual Fund
Category: Equity: ELSS
Launch Date: 05-03-1996
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.66% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 16,232.4 Cr As on 30-04-2025(Source:AMFI)
Turn over: 34.74% | Exit Load: NIL

1380.351

21.84%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 0 Months
3 Years 10 Months
8 Years 7 Months
9 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.56
Sharpe Ratio 1.23
Alpha 7.5
Beta 0.83
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.17 28.31 25.02 29.72 13.35
HSBC Tax Saver Equity Fund - Growth 05-01-2007 14.56 26.73 21.34 26.38 13.13
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 13.9 27.03 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 13.74 22.49 20.17 27.76 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.28 27.1 22.34 28.22 15.79
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 12.95 32.96 29.1 29.99 16.71
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 11.3 21.8 18.56 24.86 12.87
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 10.87 16.04 15.4 24.44 -
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 10.33 20.11 18.44 21.96 11.24
Tata ELSS Tax Saver Fund-Growth-Regular Plan 13-10-2014 10.3 20.96 18.6 24.7 13.92

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.1%

Others

8.04%

Large Cap

77.42%

Mid Cap

5.44%

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