HDFC Taxsaver Direct Plan Growth+1.14%

2Groww
5.41%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Taxsaver Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.39%
NAV537.52 (13 Dec 2019)
Fund Started01 Jan 2013
Fund Size7,449 Cr

Fund Overview

Quick overview of HDFC Taxsaver Direct Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Taxsaver Direct Plan Growth
5.4%
8.4%
6.1%
11.9%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
29
27
27
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.1%
    National Thermal Power Corp. Ltd.EnergyEquity7.4%
    Reliance Industries Ltd.EnergyEquity7.4%
    State Bank of IndiaFinancialEquity7.3%
    HDFC Bank Ltd.FinancialEquity7.1%
    Larsen & Toubro Ltd.ConstructionEquity6.4%
    Bharat Petroleum Corpn. Ltd.EnergyEquity6.2%
    Infosys Ltd.TechnologyEquity5.5%
    GAIL (India) Ltd.EnergyEquity4.0%
    ITC Ltd.FMCGEquity3.9%
    See All

    Fund Managers

    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    Other Details

    HDFC Taxsaver Direct Plan Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Vinay Kulkarni is the Current Fund Manager of HDFC Taxsaver Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹7,449 Cr and the Latest NAV as of 13 Dec 2019 is ₹537.52.

    The HDFC Taxsaver Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The fund plans to provide tax benefits along with capital appreciation

    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

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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
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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