Plan: OPEN | Option: Growth | Roshi Jain

23 Apr 24 | 12:00 AM

1,179.27 4.27 (0.36%)

  • Outperforms

    46.33%

    Return (1Y)

    beaten by 6.68%

  • Less Volatile

    0.59%

    Standard Deviation (1Y)

    Lower than by -0.07%

  • Consistent

    8/12

    Months

    Has beaten

  • Value research rating

Scheme Trivia

  • HDFC Tax Saver Fund (G) fund has been given the 2nd 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 2nd 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 its benchmark, by 6.68% (CAGR difference)

46.33%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC ELSS Tax Saver Fund (G),is Lower than its benchmark, by -0.07%

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 has beaten its benchmark,

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 28 Stocks beating the benchmark 11 Stocks not beating the benchmark

View Stock Composition