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HDFC Tax Saver - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
413.429 3.77 (0.90%)

NAV as on 17 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 17 Apr, 2015)

Period Returns (%) Rank #
1 mth -0.2 25
3 mth - 72
6 mth 10.9 77
1 year 41.5 55
2 year 34.5 28
3 year - -
5 year - -

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -0.9 - - - -
2014 7.9 29.8 2.7 8.7 -
2013 -8.4 -2.3 -2.6 16.9 4.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 -- 10.9 41.5 34.5 -- --
Category avg -0.9 1.6 15.2 42.1 28.8 19.7 11.2
Difference of Fund returns and Category returns 0.7 -- -4.3 -0.6 5.7 -- --
Best of category 2.4 8.5 26.6 72.0 49.6 34.8 23.7
Worst of category -3.5 -4.0 3.3 10.2 12.1 10.2 4.2
Benchmark returns # -0.8 1.5 13.4 33.6 26.1 18.8 10.6
Difference of Fund returns and Benchmark returns 0.6 -- -2.5 7.9 8.4 -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

The investment objective of the Scheme is to achieve long term growth of capital.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 146.68 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Vinay Kulkarni
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office “HUL House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.com
Website http://www.hdfcfund.com/

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain (G) Rank 3
5,212.24 2.2 14.8 43.9 24.7 14.7
HDFC Tax Saver (G) Rank 4
8,416.23 -0.1 10.6 40.8 22.3 14.6
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 0.8 15.5 67.1 30.2 20.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 4.1 23.9 62.7 34.8 23.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 1.9 11.3 42.8 26.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 11.34 7.73
ICICI Bank Banking/Finance 9.49 6.47
Infosys Technology 8.39 5.72
BPCL Oil & Gas 6.64 4.53
Tata Motors Automotive 6.45 4.40
P and G Cons NonDurable 5.84 3.98
Larsen Engineering 5.35 3.65
Maruti Suzuki Automotive 5.02 3.42
Cipla Pharmaceuticals 4.15 2.83
Wipro Technology 4.00 2.73

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.63 31.55 25.63
Engineering 11.96 16.43 11.35
Technology 10.24 12.72 9.69
Oil & Gas 8.49 9.43 8.01
Automotive 8.16 10.21 8.16
Pharmaceuticals 6.06 7.62 5.61

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 96.97
Others 0.00
Debt 0.00
Mutual Funds 1.59
Money Market 0.00
Cash / Call 1.44

View All

Concentration

Holdings (%)
Top 5 28.85
Top 10 45.46
Sector (%)
Top 3 47.83

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