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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 (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
NAV as on 14-08-2025

1398.194

0.83 (0.0594%)

CAGR Since Inception

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 (%)
NAV Movement
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)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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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