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HDFC Taxsaver - Growth Plan

Category: Equity: ELSS
Launch Date: 05-03-1996
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.88% As on (30-06-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,408.98 Cr As on (31-07-2022)
Turn over: 55.88
NAV as on 12-08-2022

781.437

3.62 (0.4626%)

CAGR Since Inception

21.74%

NIFTY 500 TRI 16.6%

PERFORMANCE of HDFC Taxsaver - Growth Plan

Scheme Performance (%) Data as on - 12-08-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Taxsaver - Growth Plan 15.51 17.8 9.85 13.85 21.74
NIFTY 500 TRI 10.19 19.96 13.68 15.0 16.6
Equity: ELSS 6.36 18.6 12.0 15.39 13.87

Yearly Performance (%)

Fund Managers

Roshi Jain,Priya Ranjan

Investment Objective

The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies.

RETURNS CALCULATOR for HDFC Taxsaver - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Taxsaver - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Taxsaver - Growth Plan 15.75 0.36 -3.12 0.98 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HDFC Taxsaver - Growth Plan

Period
Data as on - 12-08-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Taxsaver - Growth Plan 05-03-1996 15.51 29.83 17.8 9.85 13.85
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 12.42 27.83 23.35 0.0 0.0
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 12.36 45.92 38.14 22.07 20.81
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 10.61 29.28 19.82 12.33 16.69
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 10.49 27.39 17.9 12.77 0.0
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 10.2 37.33 24.22 14.32 17.71
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 9.97 28.25 17.34 9.55 13.66
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 9.85 32.82 17.64 6.19 13.91
Kotak Tax Saver-Scheme-Growth 01-11-2005 9.08 29.37 19.88 13.32 15.32
Union Long Term Equity Fund - Growth Option 23-12-2011 9.04 29.22 21.88 14.24 14.1

PORTFOLIO ANALYSIS of HDFC Taxsaver - Growth Plan

Asset Allocation (%)