HDFC Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Amit Ganatra

27 Nov 20 | 12:00 AM

505.74 0.97 (0.19%)

  • Underperforms

    -2.31%

    Return (1Y)

    underperformed Nifty 500 TRI by -12.64%

  • Less Volatile

    1.84%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.39%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • HDFC Tax Saver Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 2nd best in the 3Y SIP performance in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 2nd best in the 1Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year HDFC Tax Saver Fund (G), has underperformed by -12.64% (CAGR difference)

-2.31%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC Tax Saver Fund (G) is Lower than by -2.39%

1.84%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed 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