6M
1Y
3Y
5Y
All
Fund Details
HDFC Taxsaver Direct Plan IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.34% |
| NAV | ₹56.19 (16 Apr 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹7,920 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
51.3%
4.7%
10.8%
12.0%
Category Average
59.7%
8.8%
13.3%
-
Rank Within Category
33
34
32
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 51.3% returns per annum
Comparison
Data not available
Pros
1. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.5% |
| HDFC Bank Ltd. | Financial | Equity | 9.5% |
| ICICI Bank Ltd. | Financial | Equity | 9.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.9% |
| Axis Bank Ltd. | Financial | Equity | 3.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.7% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 2.5% |
| State Bank of India | Financial | Equity | 2.5% |
| ITC Ltd. | FMCG | Equity | 2.3% |
| Cipla Ltd. | Healthcare | Equity | 2.1% |
See All
Fund Managers
Vinay R Kulkarni
Education
Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.
Experience
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.
Funds Managed
Anand Laddha
Education
Mr. Laddha has done B.Com. and CA
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
Funds Managed
Amit Ganatra
Education
Mr. Ganatra holds a Commerce degree and is a Charted Accountant. He is also a Chartered Financial Analyst from AIMR.
Experience
Prior to joining HDFC Mutual Fund, he has worked with Invesco Mutual Fund,DBS Cholamandalam AMC Pvt. Ltd. and Fidelity.
Funds Managed
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
Funds Managed
Sankalp Baid
Education
Mr. Baid is a PG Diploma in Business Management from XLRI, Jamshedpur, Chartered Accountant, B.Com Hons. (University of Calcutta).
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with BNP Paribas Bank, India Ratings & Research, Future First Info Services and BSR & Co (part of KPMG).
Funds Managed
HDFC Taxsaver Direct Plan IDCW Details
HDFC Taxsaver Direct Plan IDCW is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vinay Kulkarni is the Current Fund Manager of HDFC Taxsaver Direct Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹7,920 Cr and the Latest NAV as of 16 Apr 2021 is ₹56.19.
The HDFC Taxsaver Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Scheme Information Document(SID)
₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load
Compare Funds
HDFC Taxsaver Direct Plan IDCW
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About HDFC Mutual Fund
Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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