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HDFC Taxsaver IDCW

Equity
ELSS
Very High Risk
3Y Lock In
18.26%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Aug 2022₹57.23
Min. SIP amountNot Supported
Rating2
Fund size₹9,408.98Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns16.2%18.3%9.8%23.5%
Category average54.9%14.2%14.3%NA
Rank with in category22026NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity10.2%
HDFC Bank Ltd.FinancialEquity9.2%
State Bank of IndiaFinancialEquity6.2%
Bharti Airtel Ltd.CommunicationEquity5.4%
Infosys Ltd.TechnologyEquity5.1%
Hindustan Aeronautics Ltd.Capital GoodsEquity4.7%
Mahindra & Mahindra Ltd.AutomobileEquity4.6%
HCL Technologies Ltd.TechnologyEquity4.3%
NTPC Ltd.EnergyEquity4.1%
SBI Life Insurance Company Ltd.InsuranceEquity3.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.89%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
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,

Compare funds

HDFC Taxsaver IDCW
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FAQs

How to Invest in HDFC Taxsaver IDCW?

You can easily invest in HDFC Taxsaver IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HDFC Taxsaver IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HDFC Taxsaver IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HDFC Taxsaver IDCW provide?

The HDFC Taxsaver IDCW has been there from 31 Mar 1996 and the average annual returns provided by this fund is 16.17% since its inception.

How much expense ratio is charged by HDFC Taxsaver IDCW?

The term Expense Ratio used for HDFC Taxsaver IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HDFC Taxsaver IDCW is 1.89% as of 19 Aug 2022...

What is the AUM of HDFC Taxsaver IDCW?

The AUM, short for Assets Under Management of HDFC Taxsaver IDCW is ₹9,408.98Cr as of 19 Aug 2022.

How to Redeem HDFC Taxsaver IDCW?

If you want to sell your HDFC Taxsaver IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HDFC Taxsaver IDCW?

You can select either SIP or Lumpsum investment of HDFC Taxsaver IDCW based on your investment objective and risk tolerance.

What is the NAV of HDFC Taxsaver IDCW?

The NAV of HDFC Taxsaver IDCW is ₹57.23 as of 18 Aug 2022.

What is the PE and PB ratio of HDFC Taxsaver IDCW?

The PE ratio ratio of HDFC Taxsaver IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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