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HDFC ELSS Tax saver - IDCW Option - Direct Plan
HDFC Mutual Fund · Equity · ELSS- Tax Saver Fund
₹91.36
AUM: —
NAV updated 16 days ago
Plan
Direct
Option
Idcw
Risk
High
Sharpe Ratio
-1.17
Std Dev (1Y)
15.23%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.78%
3m
+2.89%
6m
+0.41%
1y
-11.47%
3y
+4.32%
5y
+5.48%
10y
+3.85%
since inception
+3.64%
TopFund's Take on HDFC ELSS Tax saver - IDCW Option - Direct Plan
HDFC ELSS Tax saver - IDCW Option - Direct Plan is a ELSS- Tax Saver Fund fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.17 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.23% is fairly typical for ELSS- Tax Saver Fund funds.
Who should invest: This fund is best suited to investors looking to claim the ₹1.5 lakh Section 80C tax deduction, who are comfortable with the mandatory 3-year lock-in. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about HDFC ELSS Tax saver - IDCW Option - Direct Plan
The current NAV (Net Asset Value) of HDFC ELSS Tax saver - IDCW Option - Direct Plan is ₹91.36. NAV is updated every business day after market close by AMFI.
1Y: -11.47% · 3Y CAGR: 4.32% · 5Y CAGR: 5.48%
Expense ratio data for HDFC ELSS Tax saver - IDCW Option - Direct Plan is not yet available.
HDFC ELSS Tax saver - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.
HDFC ELSS Tax saver - IDCW Option - Direct Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HDFC ELSS Tax saver - IDCW Option - Direct Plan is a ELSS- Tax Saver Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HDFC ELSS Tax saver - IDCW Option - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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