HDFC Taxsaver IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
62.78%
1Y return
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Sep 2021₹58.43
Min. SIP amountNA
Rating1star
Fund size₹9,166.32 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns62.8%12.9%11.8%24.0%
Category average54.9%14.2%14.3%NA
Rank with in category203231NA
Understand termsinfo

Holdings (60)

NameSectorInstrumentAssets
FinancialEquity9.2%
TechnologyEquity9.0%
FinancialEquity8.8%
EnergyEquity4.3%
CommunicationEquity4.1%
FinancialEquity3.3%
FMCGEquity2.8%
State Bank of India
FinancialEquity2.5%
EnergyEquity2.1%
ConstructionEquity2.0%
See All

Pros and cons

info
Category: Equity ELSS
thumb_up_alt

Pros

Age is more than 10 years
Exit load is zero
1Y Returns are higher than the category average returns
thumb_down_alt

Cons

Higher expense ratio - 1.84%
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.84%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Anand Laddha
Oct 2020 - Present
View details
keyboard_arrow_down
Amit Ganatra
Aug 2020 - Present
View details
keyboard_arrow_down
Chirag Dagli
Jul 2019 - Present
View details
keyboard_arrow_down
Sankalp Baid
Jan 2021 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

HDFC Taxsaver IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle