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HDFC TaxSaver -Direct Plan - Growth Option

Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 1.46% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,734.52 Cr As on (30-11-2018)
Turn over: 46.27%
NAV as on


CAGR Since Inception


Nifty 500 TRI 16.66%

PERFORMANCE of HDFC TaxSaver -Direct Plan - Growth Option

Scheme Performance (%)

Data as on - 14-12-2018

Yearly Performance (%)

Fund Managers

Mr. Vinay R Kulkarni, Mr. Rakesh Vyas

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore. Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Investment Objective

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

RETURNS CALCULATOR for HDFC TaxSaver -Direct Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HDFC TaxSaver -Direct Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC TaxSaver -Direct Plan - Growth Option 15.77 0.68 7.51 0.92 - -
Equity: ELSS

PEER COMPARISION of HDFC TaxSaver -Direct Plan - Growth Option

Data as on - 14-12-2018
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PORTFOLIO ANALYSIS of HDFC TaxSaver -Direct Plan - Growth Option

Asset Allocation (%)

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