HDFC TaxSaver (Equity, Equity Tax Saving)

Moderately High
22 yrs 3 monthsStarted on:31 Mar 1996
₹ 6809.82 Cras on: 20 Jun 2018
Long Term Horizon
2.05%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Exit Load

Exit Load - Nil. This scheme qualifies for deduction u/s 80C of the Income-Tax Act, 1961(the "Act"), subject to the limits and conditions specified in Sec.80C read with Sec.80CCE of the Act. "Only those units which have completed the lock-in period would be reflected as available units to redeem".

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.83
3 Month0.56
1 YR2.10
2 YR15.18
3 YR9.49

SIP Returns

TenureReturns (CAGR)
2 YR7.04
3 YR10.85
5 YR12.79
10 YR14.17

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.4
National Thermal Power Corp. Ltd.7.98
State Bank of India7.06
ICICI Bank Ltd.6.68
GAIL (India) Ltd.5.5
Larsen & Toubro Ltd.4.78
Reliance Industries Ltd.4.59
Infosys Ltd.4.5
Tata Steel Ltd.2.85
Cipla Ltd.2.69

Top Sectoral Holdings

Sector Name% Assets
Financial27.13
Energy23.97
Technology8.63
Construction8.41
Metals4.41
Healthcare3.93
FMCG3.64
Automobile3.54
Engineering2.97
Chemicals1.95

Indicators

LabelValue
Portfolio turnover ratio62.92
Standard Deviation16.61%
Beta1.12%
Sharpe Ratio0.19

Vinay R Kulkarni

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Other Funds Managed by Vinay R Kulkarni

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