HDFC TaxSaver-Growth Plan

Category: Equity: ELSS
Launch Date: 05-03-1996
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.99% As on ( 31-05-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,743.92 Cr As on ( 31-05-2020)
Turn over: 12.33
NAV as on 09-07-2020

439.919

3.61 ( 0.8211% )

CAGR Since Inception

20.93%

NIFTY 500 TRI 15.33%

PERFORMANCE of HDFC TaxSaver-Growth Plan

Scheme Performance (%) Data as on - 09-07-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC TaxSaver-Growth Plan -14.74 -3.8 2.47 7.12 20.93
NIFTY 500 TRI -5.22 2.66 6.33 8.33 15.33
Equity: ELSS -5.79 0.66 5.08 9.19 10.13

Yearly Performance (%)

Fund Managers

Vinay R Kulkarni

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.

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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 0.087 6.75 1.069 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HDFC TaxSaver-Growth Plan

Period
Data as on - 09-07-2020
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 -14.74 -5.85 -3.8 2.47 7.12
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 7.39 -0.71 4.81 6.95 9.17
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 2.22 0.0 0.0 0.0 0.0
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 0.38 2.37 2.42 4.67 10.84
Aditya Birla Sun Life Tax Relief 96 - Growth Option 05-03-1996 0.37 -1.85 2.98 7.08 10.16
Union Long Term Equity Fund - Growth Option 23-12-2011 -0.33 0.88 2.6 3.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 -0.4 3.86 5.98 7.01 10.0
Axis Long Term Equity Fund - Regular Plan - Growth 01-12-2009 -0.48 0.91 6.62 7.87 14.52
Quant Tax Plan-Growth 01-04-2000 -0.63 1.9 2.64 10.01 6.72
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 16-02-1999 -0.75 -2.83 2.22 6.4 11.02

PORTFOLIO ANALYSIS of HDFC TaxSaver-Growth Plan

Asset Allocation (%)

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