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: 1.74% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 13,990.29 Cr As on (31-03-2024)
Turn over: 33.34% | Exit Load: Nil

1164.122

22.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 11.79
Sharpe Ratio 1.58
Alpha 6.97
Beta 0.87
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 44.44 25.73 26.82 17.09 15.04
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 60.25 25.5 31.11 31.14 25.19
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 58.82 31.51 28.25 20.97 17.02
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 56.33 29.95 25.24 19.83 -
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 52.72 26.24 24.95 24.67 18.84
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 51.96 27.28 18.63 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 46.09 23.1 22.42 19.33 17.89
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 44.2 22.56 23.47 17.16 16.37
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 42.59 - - - -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 42.51 19.37 - - -

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

4.16%

Others

8.22%

Large Cap

81.21%

Mid Cap

6.41%

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