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: 1.65% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 16,232.4 Cr As on 30-04-2025(Source:AMFI)
Turn over: 34.74% | Exit Load: NIL

1395.27

21.85%

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 12.56
Sharpe Ratio 1.23
Alpha 7.5
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 11.74 27.4 24.56 27.05 13.79
HSBC Tax Saver Equity Fund - Growth 05-01-2007 18.29 27.22 22.02 24.55 13.8
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 17.35 33.47 30.08 28.09 17.2
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 17.07 27.2 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 16.26 22.77 20.78 25.95 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 12.99 26.72 22.54 26.13 16.17
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 12.91 20.99 18.5 22.71 13.47
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 12.36 25.13 22.59 23.56 13.88
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 12.25 21.67 20.17 21.62 13.41
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 11.96 23.99 19.82 21.7 13.76

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

9.1%

Others

8.04%

Large Cap

77.42%

Mid Cap

5.44%

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