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: 1.66% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 15,555.71 Cr As on 31-03-2025(Source:AMFI)
Turn over: 34.74% | Exit Load: Nil

1334.463

21.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHDFC ELSS Tax saver - Growth PlanNIFTY 500 TRIEquity: ELSSGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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
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 12.56
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 13.56 26.66 23.53 28.48 13.29
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 14.67 25.88 20.67 27.11 15.82
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 14.11 25.57 - - -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 13.46 24.36 19.24 24.49 12.96
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.87 20.35 18.75 27.48 -

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

9.08%

Others

7.6%

Large Cap

77.37%

Mid Cap

5.95%

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