HDFC TaxSaver Direct Plan

Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 6687.69
Expense Ratio
1.46%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
518.02
(1.01 %)
NAV as on 2019-01-15
Returns
Fund
HDFC TaxSaver Direct Plan
1 Year
-9.88%
3 Year
13.59%
5 Year
15.24%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,829
Portfolio Value
-171
Total Returns