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HDFC TaxSaver-Growth Plan

Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 1.98% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,653.89 Cr As on (30-06-2018)
Turn over: 64.25%
NAV as on 18-07-2018

493.743

-3.19 (-0.6455%)

CAGR Since Inception

19.1%

Nifty 500 TRI 17.2%

PERFORMANCE of HDFC TaxSaver-Growth Plan

Scheme Performance (%)

Data as on - 18-07-2018

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: ELSS - - - - - -

PEER COMPARISION of HDFC TaxSaver-Growth Plan

Period
Data as on - 18-07-2018
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 -1.76 11.52 7.02 17.19 14.32
Axis Long Term Equity Fund - Growth 29-12-2009 17.74 17.27 11.68 23.72 0.0
Invesco India Tax Plan - Growth 29-12-2006 14.22 16.36 11.03 21.35 18.11
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 13.65 19.31 10.9 18.6 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 12.87 17.43 10.65 16.74 12.76
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 10.46 14.8 8.49 16.55 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 10.28 16.41 11.78 21.95 14.99
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 9.96 15.96 11.34 21.19 14.45
JM Tax Gain Fund - Growth option 31-03-2008 9.28 17.64 9.96 19.59 7.97
MOFLTE - Regular Plan - Growth Option 21-01-2015 9.12 21.93 15.39 0.0 0.0

PORTFOLIO ANALYSIS of HDFC TaxSaver-Growth Plan

Asset Allocation (%)

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