HDFC ELSS Tax saver - Growth Plan
Category: Equity: ELSS |
Launch Date: 05-03-1996 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 1.7% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 16,579.03 Cr As on (31-07-2025) |
Turn over: 34.74 |
1398.194
0.83 (0.0594%)
21.7%
NIFTY 500 TRI 12.42%
PERFORMANCE of HDFC ELSS Tax saver - Growth Plan
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HDFC ELSS Tax saver - Growth Plan | 5.74 | 21.34 | 24.76 | 13.24 | 21.7 |
NIFTY 500 TRI | 1.07 | 15.48 | 20.99 | 13.56 | 12.42 |
Equity: ELSS | 0.37 | 16.12 | 20.52 | 13.04 | 14.61 |
Yearly Performance (%)
Fund Managers
FM 1 -Ms.Roshi Jain , FM 2 - Mr. Dhruv Muchhal
Investment 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 achieved.
RETURNS CALCULATOR for HDFC ELSS Tax saver - Growth Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 1.37 | 6.26 | 0.84 | - | - |
Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION
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 | 5.74 | 23.04 | 21.34 | 24.76 | 13.24 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 8.12 | 22.1 | 0.0 | 0.0 | 0.0 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 7.97 | 22.52 | 18.27 | 22.04 | 12.76 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 7.6 | 19.92 | 18.45 | 22.26 | 0.0 |
Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 4.31 | 16.05 | 14.98 | 20.69 | 13.4 |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 4.1 | 12.85 | 13.03 | 19.61 | 0.0 |
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 3.66 | 16.67 | 13.42 | 14.13 | 10.26 |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 3.64 | 18.14 | 18.13 | 18.96 | 12.69 |
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 3.62 | 20.25 | 17.15 | 18.67 | 11.66 |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 3.53 | 17.78 | 15.63 | 20.86 | 12.68 |
PORTFOLIO ANALYSIS of HDFC ELSS Tax saver - Growth Plan
Portfolio as on