Mutual Fund- 

HDFC Tax Saver Fund

By Rajendra

Mar 8, 2023

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Scheme Analysis

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HDFC Tax Saver Fund

Category 

ELSS

Inception

Mar 31, 1996

Benchmark

Nifty 500 TRI

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AUM  - 9,858 Cr

Fund Manager

Roshi Jain  Priya Ranjan

Deduction U/s 80C  • Deduction can be claimed by investing in ELSS funds u/s 80C upto Rs 1,50,000/-

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Top 5 Holding

HDFC Bank

ICICI Bank

Bharti Airtel

SBI

Infosys

9.27

9.03

6.01

5.61

5.60

Total  35.52

Fundamentally strong companies with growth drivers in medium to long term Competitively placed in an industry with good prospects

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Scheme Performance

Exit Load

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As on Mar 8, 2023

1 Year

3 Year

5 Year

Period

Returns

15.16%

20.10%

8.84%

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SIP Performance

Exit Load

Lock in 3 year

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As on 1 Mar. 2023

1 Year

3 Year

14 Month

Period

Value

12,558

48,274

86,114

Returns

8.77%

20.04%

14.44%

Monthly SIP of 1,000

Holistic approach to valuations without relying solely on traditional parameters like P/E or P/B

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