HDFC TaxSaver - Direct Plan
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 realized.
Suitability
This product is suitable for investors who are seeking• growth of capital over long term.• investment predominantly in equity and equity related instruments
Fund Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 India TR INR |
| Expense Ratio | 1.39% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 7,449 |
| AMC AUM (in Crs.) | ₹ 3,42,291 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.97% | |
| 500 | 500 | 18.55% | |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 12.24% |
| 500 | 500 | 11.42% | |
| 500 | 500 | 13.54% | |
| 500 | 500 | 14.89% | |
| 500 | 500 | 18.55% | |
| 500 | 500 | 12.73% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 10 |
| State Bank of India | Equity | 8 |
| HDFC Bank Ltd | Equity | 7 |
| NTPC Ltd | Equity | 7 |
| Reliance Industries Ltd | Equity | 7 |
| Bharat Petroleum Corp Ltd | Equity | 6 |
| Larsen & Toubro Ltd | Equity | 6 |
| Infosys Ltd | Equity | 6 |
| Treps - Tri-Party Repo | Cash - Repurchase Agreement | 4 |
| ITC Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 96 |
| Cash - Repurchase Agreement | 4 |
| Alternatives - Private Equity | 0 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 29 |
| Energy | 15 |
| Utilities | 15 |
| Industrials | 12 |
| Technology | 9 |
HDFC Mutual Fund
AUM₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m