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HDFC TaxSaver-Growth Plan

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.2% As on (30-09-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,474.24 Cr As on (30-09-2017)
Turn over: 38.28
NAV as on 21-02-2018

523.797

-0.28 (-0.0535%)

CAGR Since Inception

19.8%

Nifty 500 Index 15.0%

PERFORMANCE of HDFC TaxSaver-Growth Plan

Scheme Performance (%)

Data as on - 21-02-2018

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-Growth Plan

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.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC TaxSaver-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC TaxSaver-Growth Plan 15.75 0.087 6.75 1.069 - -
Equity Linked Savings Schemes (ELSS) - - - - - -

PEER COMPARISION of HDFC TaxSaver-Growth Plan

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC TaxSaver-Growth Plan 31-03-1996 16.25 27.57 8.27 17.47 11.89
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 31.63 28.02 11.49 19.25 0.0
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 31.11 31.1 13.18 21.27 0.0
Principal Tax Savings Fund 31-03-1996 27.07 33.19 13.7 21.17 8.13
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 26.13 25.11 11.84 21.85 0.0
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 25.78 24.35 11.28 21.07 11.02
Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Growth Option 28-03-2004 25.55 25.15 11.55 18.69 9.45
MOSt Focused Long Term - Regular Plan - Growth Option 21-01-2015 24.76 33.58 18.91 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 28-12-2015 24.74 33.99 0.0 0.0 0.0
L&T Tax Advantage Fund-Regular Plan-Growth 27-02-2006 23.25 28.69 13.44 19.38 12.86

PORTFOLIO ANALYSIS of HDFC TaxSaver-Growth Plan

Asset Allocation (%)

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