HDFC Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Vinay Kulkarni

24 Apr 19 | 12:00 AM

525.26 4.59 (0.88%)

  • Underperforms

    1.94%

    Return (1Y)

    underperformed Nifty 500 TRI by -2.45%

  • Less Volatile

    0.80%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -1.38%

  • Consistent

    7/12

    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 the 5Y SIP performance in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 10th best in the 3Y SIP performance in the Equity - Tax Planning category

  • HDFC Tax Saver Fund (G) fund has been the 10th 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 beaten by -2.45% (CAGR difference)

1.94%

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 -1.38%

0.80%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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