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Snapshot
Snapshot
HDFC ELSS - Tax Saver Fund - Regular (G)
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Summary
Fund Name : HDFC Mutual Fund
Scheme Name : HDFC ELSS - Tax Saver Fund - Regular (G)
AMC : HDFC Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 18-Dec-95
Fund Manager : Amar Kalkundrikar
Net Assets:(Rs. cr) 15991.78
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 210 % NA
Date 03-Apr-00 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -2.42 -4.82 -1.29 2.06 -7.02 10.73 12.74 22.04
Category Avg -2.78 -4.15 -0.13 9.00 -1.09 10.24 10.84 13.79
Category Best -1.51 -0.31 5.43 22.69 10.54 21.04 16.83 22.04
Category Worst -4.17 -6.38 -3.27 -1.39 -11.78 2.13 4.55 6.99
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8539 3.8984 0.6701 2.4070 -0.0201
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 9.32
HDFC Bank 7.36
Axis Bank 6.50
Maruti Suzuki 4.66
SBI 4.64
Kotak Mah. Bank 4.59
Bharti Airtel 4.29
SBI Life Insuran 3.25
HCL Technologies 2.93
Hyundai Motor I 2.76
Reliance Industr 2.66
Eternal 2.31
Bajaj Auto 1.96
Tata Steel 1.73
Britannia Inds. 1.72
Larsen & Toubro 1.60
Apollo Hospitals 1.53
JSW Steel 1.51
Bosch 1.41
Dr Lal Pathlabs 1.38
PB Fintech. 1.35
Interglobe Aviat 1.34
Karur Vysya Bank 1.30
Jubilant Food. 1.23
Alkem Lab 1.17
Metropolis Healt 1.17
Infosys 1.17
Hind.Aeronautics 1.13
Cipla 1.09
Star Health Insu 1.07
United Spirits 1.06
Mphasis 1.06
Power Grid Corpn 1.03
Tech Mahindra 1.02
ICICI Lombard 1.02
ICICI AMC 0.96
Lupin 0.96
Eicher Motors 0.90
JSW Energy 0.87
Havells India 0.83
Chalet Hotels 0.81
Godrej Consumer 0.74
Hind. Unilever 0.74
360 ONE 0.73
M & M 0.72
Birla Corpn. 0.55
Westlife Food 0.53
Life Insurance 0.52
Bharat Electron 0.47
The Ramco Cement 0.44
Cyient 0.44
Cohance Life 0.41
Team Lease Serv. 0.33
Popular Vehicles 0.32
Anthem Bioscienc 0.28
Rubicon Research 0.25
Tata Motors 0.18
Bajaj Electrical 0.13
JK Lakshmi Cem. 0.13
SBI Funds Mgt. 0.06
Medi Assist Ser. 0.04
Escorts Kubota 0.03
GSEC2027 0.32
TREPS 1.03
Net CA & Others -0.04
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