HDFC ELSS Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Roshi Jain

14 Jan 25 | 12:00 AM

1,288.95 4.88 (0.38%)

  • Outperforms

    16.24%

    Return (1Y)

    beaten Nifty 500 TRI by 7.21%

  • Less Volatile

    0.80%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.17%

  • Consistent

    11/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • HDFC Tax Saver Fund (G) fund has been given the 9th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 10th best in the 5Y SIP performance in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been given the 9th best Risk adjusted performance for the past 3Y in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year HDFC ELSS Tax Saver Fund (G), has beaten by 7.21% (CAGR difference)

16.24%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC ELSS Tax Saver Fund (G) is Lower than by -0.17%

0.80%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 11 out of Last 12 Months, i.e 91.67% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition