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Business News/Market/Market Stats/    HDFC ELSS TaxSaver Growth

HDFC ELSS TaxSaver Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 3
  • Plan
1179.53 -10.17 (-0.86%) NAV as on 12 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)13820.09
  • CAGR 47.36%
  • Exit Load0.00%
  • Expense ratio1.74%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1996-03-31

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps - Tri-Party Repo
  • 971.25
  • 7.03%
View More

Risk & Volitility

  • Alpha -4.56%
  • Beta 0.97
  • Sharpe Ratio1.57
  • Std Deviation 11.79%
  • Tracking Error 4.94%

About Fund

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 realized.

 

The HDFC ELSS TaxSaver Growth has an AUM of 13820.09 crores & has delivered CAGR of 17.80% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.74%. The minimum investment in HDFC ELSS TaxSaver Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Treps - Tri-Party Repo & Axis Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Aerospace & Defense.

 

Some of the similar funds are Quant ELSS Tax Saver Growth, DSP ELSS Tax Saver Fund Regular Plan Growth, Nippon India ELSS Tax Saver Fund Growth, ICICI Prudential ELSS Tax Saver Fund Growth, HDFC ELSS TaxSaver Growth. HDFC ELSS TaxSaver Growth has a sharpe ratio of 1.57 & a standard deviation of 11.79%.

FAQs about HDFC ELSS TaxSaver Growth

According to the morning star rating HDFC ELSS TaxSaver Growth has a Moderate risk & Exceptional return.
HDFC ELSS TaxSaver Growth is managed by Roshi Jain,Dhruv Muchhal.
The expense ratio of HDFC ELSS TaxSaver Growth is 1.74%.
The 5 year annualized return on HDFC ELSS TaxSaver Growth is 17.80% & it has generated 47.36% in the last 1 year.
The minimum investment in HDFC ELSS TaxSaver Growth is 500 Rs.
HDFC ELSS TaxSaver Growth has an AUM of 13820.09 crores.
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