HDFC Tax Saver Fund (D)

HDFC Tax Saver Fund (D)

AMC Name: HDFC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Vinay Kulkarni
Fund Horizon OPEN
Inception Date 31-Mar-1996
Scheme AUM(CR) ` 7130.72
Minimum SIP/LUMPSUM ` 300/ `
Increment SIP/LUMPSUM ` 1/ `
SIP Dates 0
Entry Load Nil
Exit Load Nil
Expense Ratio 1.98

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 5.28% 5.99%
3 Month 7.64% 9.36%
6 Month 1.73% 6.84%
1 Year 2.55% 10.82%
3 Year 6.60% 12.20%
5 Year 5.17% 8.79%
Since Inception 24.12% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others