HDFC Tax Saver - Growth - Regular Plan

Other Plans and Options
  • 0.17 %Nav, as on 27-09-2023

  • Previous Nav

  • Net Change on 27-09-2023

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HDFC TaxSaver-Growth Plan 2.68 8.14 24.20 28.49 13.38 23.20
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC TaxSaver-Growth Plan Mar 31, 1996 24.20 28.49 13.38 1.75 11,285.76
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.33 17.06 11.58 1.55 31,411.08
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 20.24 24.41 16.86 1.61 17,630.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 32.56 28.47 16.64 1.70 15,586.53
Aditya Birla Sun Life ELSS Tax Relief '96 - Growth Option Mar 10, 2008 14.41 13.18 7.89 1.69 14,050.39
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 21.31 28.28 11.09 1.72 12,543.76

Fund Holdings as on 31-August-2023

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.£

  • Bharti Airtel Ltd.

  • Hindustan Aeronautics Limited

  • NTPC Limited

  • Cipla Ltd.

  • State Bank of India

  • HCL Technologies Ltd.

  • Mahindra & Mahindra Ltd.

  • Infosys Limited

  • TREPS - Tri-party Repo

  • SBI Life Insurance Company Ltd.

  • Axis Bank Ltd.

  • Dr Reddys Laboratories Ltd.

  • ESCORTS LTD.

  • Oil & Natural Gas Corporation Ltd.

  • SBI CARDS AND PAYMENT SERVICES LIMITED

  • Prestige Estates Projects Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Bajaj Auto Limited

  • Larsen and Toubro Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Bank of Baroda

  • Coforge Limited

  • Tech Mahindra Ltd.

  • Lupin Ltd.

  • GAIL (India) Ltd.

  • Teamlease Services Ltd.

  • Narayana Hrudayalaya Limited

  • Multi Commodity Exchange of India L

  • Life Insurance Corporation of India

  • Delhivery Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Ipca Laboratories Ltd.

  • Reliance Industries Ltd.

  • Bharti Airtel Ltd. - PARTLY PAID UP SHARES

  • Krishna Institute Of Medical Sciences Limited

  • Net Current Assets

View More

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Telecommunication - Service Provider

  • Defence

  • Power Generation/Distribution

  • Insurance

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Automobiles-Tractors

  • Oil Exploration

  • Refineries

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Finance - Stock Broking

  • Courier Services

  • Auto Ancillary

View More

Fund Manager

  • Education:CFA, PGDM, ACA
  • Experience:9=12 years
  • Basic Details: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.
  • Funds Managed:
  • HDFC Flexi Cap Fund
  • HDFC Focused 30 Fund
  • HDFC Tax Saver

  • Cash

  • Equity

  • Rights

View More

About HDFC Tax Saver

Scheme Analysis

HDFC Tax Saver is a Equity - ELSS fund and belongs to HDFC Mutual Fund. It was launched on 31-Mar-1996 and currently has an AUM of ₹11,285.76 crore. HDFC Tax Saver is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HDFC Tax Saver ended up ₹1.58(0.17%)yesterday to ₹952.189.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd., and

The HDFC Tax Saver is managed by Roshi Jain .

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144