HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Roshi Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.14% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹13990 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 22.05% |
Size breakup
HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option | Absolute Returns | CAGR Returns |
1 Month Returns | 1.75% | 1.75% |
6 Month Returns | 13.17% | 13.17% |
1 Year Returns | 33.68% | 33.68% |
3 Years Returns | 90.3% | 23.92% |
5 Years Returns | 108.13% | 15.79% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option | -4.49 | 5.02 | -0.74 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option | 1.05 | 0.88 | 0.97 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option | 1.85 | 1.32 | 0.61 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC ELSS TaxSaver -Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal option | 13.64 | 12.7 | 19.12 |