HDFC Tax Saver

Mutual Fund

hdfc Tax saver fund

By Rajendra

Apr 8, 2023

image source -HDFC MF

Scheme Analysis

Category

ELSS

Inception

Mar 31, 1996

Benchmark

Nifty 500

AUM - 9,723 Cr

Fund Manager

Roshi Jain

HDFC Tax Saver Fund

Investment Strategy

Considering the long term nature of investments in the Scheme, stock selection will be strategic and long term in nature, instead of tactical

Top 5 Holding

ICICI Bank

HDFC Bank

Bharti Airtel

Infosys

SBI

9.41

9.38

5.87

5.51

5.38

Total - 35.55

Investment Strategy

Focus on strong management with the capacity to take opportunities & control risks

Can invest across market cap segments

Bank

Information Technology

Pharma

Top 5 Sector 28.80

12.20

8.02

6.81

5.87

Telecom

Automobile

Investment Strategy

Shall consider track record of corporate governance, ESG sensitivity and transparency

Focus on value rather than just conventional metrics like P/E or P/B to ensure a fair margin of safety.

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,454

47,811

85,314

Returns

7.03%

19.44%

14.09%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

13.04%

19.24%

8.51%