HDFC TaxSaver-Growth Plan

Fund Returns

NAV Rs. 506.51 -1.02 %
(as on Dec. 6, 2019)
1 yr Return 4.79 %
3 yr. Return 7.47 %
5 yr. Return 4.19 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 506.51 -1.02 %
(as on Dec. 6, 2019)
4.79 % 7.47 % 4.19 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 7414.24 cr.
Category Equity | Tax Savings
Fund Manager Vinay R. Kulkarni
AMC HDFC Asset Management Company Limited
Fund Benchmark Nifty 500 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 1500.00
Expense Ratio 1.97 %
Exit load Nil

Investment Objective

To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. There is no assurance that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -2.14 5.46 -3.89 4.79 7.47 4.19
Rank Within Category 151 152 None 108 61 59

AMC Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 7414.24 cr.
Category Equity | Tax Savings Fund Manager Vinay R. Kulkarni
AMC HDFC Asset Management Company Limited Fund Benchmark Nifty 500 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 1500.00 1.97 % Nil

Investment Objective

To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. There is no assurance that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -2.14 5.46 -3.89 4.79 7.47 4.19
Rank Within Category 151 152 None 108 61 59

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
HDFC TaxSaver-Growth Plan 4.79 7.47 4.19 7,414.24
SBI Banking & Financial Services Fund - Regular Plan - Growth 22.85 21.15 - 1,196.05
Edelweiss ETF - Nifty Bank 21.56 20.35 - 1.14
Kotak Banking ETF 21.39 20.24 11.57 8,053.24
Reliance ETF Bank BeES 21.36 20.2 11.32 6,880.75
Tata Banking And Financial Services Fund-Regular Plan-Growth 24.95 19.86 - 371.97

AMC Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/