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

Plan: OPEN | Option: Growth | Roshi Jain

27 Mar 24 | 12:00 AM

1,152.93 2.14 (0.19%)

  • Outperforms

    47.28%

    Return (1Y)

    beaten Nifty 500 TRI by 5.08%

  • Less Volatile

    0.59%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.06%

  • Consistent

    8/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

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

  • HDFC Tax Saver Fund (G) fund has been given the 3rd best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 8th best in the 5Y SIP performance in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year HDFC ELSS Tax Saver Fund (G), has beaten by 5.08% (CAGR difference)

47.28%

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 -0.06%

0.59%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% 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