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: 1.7% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 17,244.35 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 34.74% | Exit Load: NIL |
1459.842
7.83 (0.5364%)
21.61%
Benchmark: 12.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.22 |
| Sharpe Ratio | 1.2 |
| Alpha | 5.13 |
| 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 | 7.25 | 17.63 | 20.35 | 22.49 | 14.86 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 6.41 | 14.39 | 15.74 | 17.37 | 13.82 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 5.58 | 14.91 | 14.12 | 12.07 | 11.58 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 4.54 | 15.32 | 16.48 | 17.71 | - |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 4.3 | 13.07 | 14.54 | 17.05 | 14.58 |
| BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth | 26-12-2008 | 3.69 | 11.85 | 15.04 | 19.88 | 15.69 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 3.59 | 12.21 | 14.19 | 17.63 | - |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 3.3 | 11.38 | 13.81 | 23.42 | 20.48 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.21 | 13.53 | 16.43 | 18.83 | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 3.14 | 17.06 | 18.93 | 20.08 | 16.62 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
10.98%
Others
5.44%
Large Cap
80.08%
Mid Cap
3.5%
