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HDFC ELSS Tax saver - Growth Plan

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Category: Equity: ELSS
Launch Date: 05-03-1996
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.7% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 15,728.87 Cr As on (31-12-2024)
Turn over: 34.74
NAV as on 27-01-2025

1257.034

-13.31 (-1.0588%)

CAGR Since Inception

21.71%

NIFTY 500 TRI 12.33%

PERFORMANCE of HDFC ELSS Tax saver - Growth Plan

Scheme Performance (%) Data as on - 27-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC ELSS Tax saver - Growth Plan 14.56 20.1 19.32 11.53 21.71
NIFTY 500 TRI 8.79 13.67 17.11 12.45 12.33
Equity: ELSS 10.13 13.76 16.67 12.26 14.61

Yearly Performance (%)

Nav Movement

Fund Managers

Roshi Jain, Dhruv Muchhal

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 ELSS Tax saver - 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 ELSS Tax saver - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC ELSS Tax saver - Growth Plan 11.39 1.1 6.2 0.87 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HDFC ELSS Tax saver - Growth Plan

Compare SIP Compare Lumpsum
Period
Data as on - 27-01-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HDFC ELSS Tax saver - Growth Plan 05-03-1996 14.56 25.27 20.1 19.32 11.53
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 19.72 31.73 19.84 18.91 16.13
HSBC Tax Saver Equity Fund - Growth 05-01-2007 19.27 25.57 15.34 16.99 11.87
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 17.76 31.51 22.37 21.95 13.27
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 17.73 22.61 13.89 14.14 10.45
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 17.11 25.52 16.01 16.2 12.09
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 16.69 26.72 0.0 0.0 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 15.54 24.14 16.08 18.98 14.4
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 15.29 21.82 16.64 17.24 0.0
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 14.92 21.24 16.26 21.74 0.0

PORTFOLIO ANALYSIS of HDFC ELSS Tax saver - Growth Plan

Asset Allocation (%)