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: 1.68% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 16,908 Cr As on 30-06-2025(Source:AMFI)
Turn over: 34.74% | Exit Load: NIL

1412.967

21.82%

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

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 11.98
Sharpe Ratio 1.6
Alpha 6.18
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 6.21 25.01 25.03 26.41 13.66
HSBC Tax Saver Equity Fund - Growth 05-01-2007 9.13 25.26 22.43 23.32 13.45
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 8.08 21.29 21.14 24.5 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 8.06 24.88 - - -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 7.46 30.69 29.72 27.0 16.74
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.83 18.82 18.52 21.87 13.19
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 4.67 19.81 19.38 22.99 -
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 4.34 16.28 16.16 16.63 12.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.03 14.08 16.3 21.27 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 4.01 24.32 22.71 24.85 15.78

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

10.15%

Others

8.65%

Large Cap

76.53%

Mid Cap

4.67%

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