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HDFC ELSS Tax saver
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.09 | 12.70 | 2.14 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 14.98 | 1.49 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC ELSS Tax saver | 33.78% | 21.08% | 15.87% |
| Axis ELSS Tax Saver Fund | 24.59% | 6.70% | 17.60% |
| SBI Long Term Equity Fund | 39.57% | 22.86% | 17.27% |
| Mirae Asset ELSS Tax Saver Fund | 26.21% | 13.66% | 20.07% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.75 %
Holdings
10.46 %
0.75 % - HDFC Bank Ltd3M change : 0.82 %
Holdings
10.13 %
0.82 % - Axis Bank Ltd3M change : 0.78 %
Holdings
8.00 %
0.78 %
AMC Profile
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,62,509.16 Cr.
Fund Manager Profile
Roshi Jain
AUM: ₹97,128.51 Cr.
|
Exp: 9=12yrs
Qualification
CFA, PGDM, ACA
Past Experience
Ms. Roshi Jain has 12 years of experience includes equity reasearch and audit .She joined Franklin Templeton in May 2005 was involved in Equity Research. Her experience also includes Goldman Sachs, London, Goldman Sachs, Singapore / HK, Wipro Ltd. And S. R. Batliboi & Co.
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
HDFC ELSS Tax saver
11 months ago•HDFC Mutual Fund
HDFC TaxSaver – Dual benefit of tax saving and potential of wealth creation
1 year ago•HDFC Mutual Fund
HDFC TaxSaver - #FundTalk with Ms. Roshi Jain
1 year ago•HDFC Mutual Fund
Fund Talk with Ms. Roshi Jain
2 years ago•HDFC Mutual Fund
Expert Speak - Equity Outlook, HDFC Focused 30 Fund & HDFC TaxSaver
2 years ago•HDFC Mutual Fund
HDFC TaxSaver - HDFC MF
3 years ago•HDFC Mutual Fund
Mutual Fund Review: HDFC Tax Saver Fund | HDFC Mutual Fund | Top Mutual Funds in India
7 years ago•Yadnya Investment Academy
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%