info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC ELSS Tax saver - IDCW Option - Direct Plan

HDFC Mutual Fund · Equity · ELSS

₹92.06

+0.06 (+0.07%) trending_up

AUM: —

NAV updated 10 days ago

Plan

Direct

Option

Idcw

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-1.02

Std Dev (1Y)

15.29%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+2.0%

3m

+0.67%

6m

-11.16%

1y

-9.32%

3y

+7.31%

5y

+7.67%

10y

+4.69%

since inception

+3.82%

rate_review TopFund's Take on HDFC ELSS Tax saver - IDCW Option - Direct Plan

HDFC ELSS Tax saver - IDCW Option - Direct Plan is a ELSS fund from HDFC Mutual Fund.

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 -1.02 — 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 15.29% is fairly typical for actively managed equity 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.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about HDFC ELSS Tax saver - IDCW Option - Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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