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

1388.521

21.7%

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 2.55 21.98 22.06 25.35 13.17
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.1 23.28 19.41 22.56 13.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 5.49 21.61 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 3.78 19.09 18.89 22.57 -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 3.61 27.91 25.98 26.08 16.0
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 1.68 12.2 13.68 20.03 -
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 0.74 15.07 15.47 21.01 13.16
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.7 16.64 15.81 21.2 12.69
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 0.29 12.66 13.74 19.61 10.97
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 0.19 19.28 17.43 18.78 11.43

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

10.56%

Others

7.69%

Large Cap

78.27%

Mid Cap

3.48%

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