Fund Insights
In the last 1 year, this fund has outperformed all funds in its category
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 37.91% return, outperforming this fund by 19.35% per annum
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.51% return, outperforming this fund by 12.41% per annum
HDFC TaxSaver -Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Roshi Jain, Priya Ranjan. The fund could potentially beat inflation in the long-run.
1) HDFC TaxSaver -Direct Plan - Growth Option has a NAV of ₹860.467 as on 03-02-2023.
2) HDFC TaxSaver -Direct Plan - Growth Option has ₹9993 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 1.19 %.
Expense ratio | 1.19% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹9993 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 49.3% |
HDFC TaxSaver -Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -1.85% | -1.85% |
6 Month Returns | 6.41% | 6.41% |
1 Year Returns | 9.23% | 9.23% |
3 Years Returns | 66.65% | 18.56% |
5 Years Returns | 54.58% | 9.1% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC TaxSaver -Direct Plan - Growth Option | 7.65 | 1.6 | -1.59 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC TaxSaver -Direct Plan - Growth Option | 0.86 | 0.95 | 0.95 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC TaxSaver -Direct Plan - Growth Option | 0.37 | 0.65 | 0.25 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC TaxSaver -Direct Plan - Growth Option | 14.73 | 22.18 | 19.38 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.