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: 1.67% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 14,671.37 Cr As on 28-02-2025(Source:AMFI)
Turn over: 34.74% | Exit Load: Nil

1305.501

21.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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 12.35
Sharpe Ratio 1.07
Alpha 7.51
Beta 0.84
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 13.44 29.04 21.96 30.44 12.86
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 17.19 28.71 18.4 28.88 15.39
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 15.87 23.77 14.71 21.31 10.98
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 15.35 29.52 - - -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 14.42 26.95 15.99 25.62 12.83
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 14.37 24.04 17.67 29.24 -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 12.47 31.79 22.78 27.45 15.73
HSBC Tax Saver Equity Fund - Growth 05-01-2007 12.27 26.27 15.32 24.76 12.3
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 11.47 26.94 17.03 26.53 14.54
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 11.46 25.19 16.97 26.18 -

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

9.38%

Others

7.34%

Large Cap

77.45%

Mid Cap

5.83%

Feedback
Notification