HDFC TaxSaver (Equity, Equity Tax Saving)

Moderately High
21 yrs 12 monthsStarted on:31 Mar 1996
₹ 7392.43 Cras on: 23 Feb 2018
Long Term Horizon
2.29%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies.

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 YR17.41
2 YR28.97
3 YR8.92

SIP Returns

TenureReturns (CAGR)
1 YR8.65
2 YR18.91
3 YR15.54
5 YR16.84
10 YR15.62

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.6
State Bank of India7.56
HDFC Bank Ltd.7.23
Larsen & Toubro Ltd.5.65
National Thermal Power Corp. Ltd.5.34
Reliance Industries Ltd.5.18
GAIL (India) Ltd.5.04
Infosys Ltd.3.72
Tata Steel Ltd.3.62
Cipla Ltd.2.85

Top Sectoral Holdings

Sector Name% Assets
Financial28.92
Energy18.93
Construction10.58
Engineering9.42
Technology6.37
Metals5.95
Automobile5.67
Healthcare4.21
FMCG2.84
Services2.55

Indicators

LabelValue
Portfolio turnover ratio44.68
Standard Deviation15.94%
Beta1.13%
Sharpe Ratio0.52

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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