HDFC Tax Saver IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

HDFC Tax Saver IDCW Reinvest Direct Plan

NAV
₹75.1380
+0.08%
(28 Nov)
AUM
10,066 Cr
TER
1.24%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.9%
+12.5%
+7.5%
+4.1%
+3.4%
+2.2%
3Y
+40.2%
+17.7%
+24.6%
+20.6%
+17.0%
+24.8%
5Y
+23.6%
+9.1%
+12.8%
+13.8%
+10.8%
+13.5%
ALL
+21.0%
+13.6%
+17.4%
+13.7%
+18.8%
+16.7%
VOL
18.6%
20.0%
18.1%
16.0%
-
16.9%
TER
0.6%
1.2%
0.7%
1.6%
-
1.3%
AUM
₹2,127 Cr
₹10,066 Cr
₹3,986 Cr
₹576 Cr
-
₹676 Cr
INFO
1.13
0.68
0.96
0.85
-
0.99
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Tax Saver IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
ICICI Bank Ltd
9.9%
HDFC Bank Ltd
8.9%
State Bank of India
6.3%
Bharti Airtel Ltd
6.2%
Hindustan Aeronautics Ltd Ordinary Shares
5.2%
Mahindra & Mahindra Ltd
5.0%
Infosys Ltd
4.7%
HCL Technologies Ltd
4.6%
NTPC Ltd
4.3%
Cipla Ltd
4.1%
Top industry exposure
Financial Services
37.1%
Industrials
12.3%
Technology
10.8%
Healthcare
9.2%
Consumer Cyclical
8.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
55%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Roshi Jain
Priya Ranjan

FAQs