HDFC TaxSaver (Equity, Tax Planning)

509.54
26.80%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.20%
21 yrs 7 months31 Mar 1996
₹ 6474.24 Cr18 Oct 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

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".

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
26.02
3 Month
1.38
1 YR
19.58
2 YR
14.40
3 YR
11.86
TenureReturns (CAGR)
1 YR
20.72
2 YR
22.3
3 YR
15.34
5 YR
17.69
10 YR
15.49

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.13
State Bank of India6.8
ICICI Bank Ltd.6.38
National Thermal Power Corp. Ltd.5.55
Larsen & Toubro Ltd.5.21
Reliance Industries Ltd.4.35
Tata Steel Ltd.3.63
Cipla Ltd.3.32
Bharat Electronics Ltd.3.25
Maruti Suzuki India Ltd.3.09

Top Sectoral Holdings

Sector Name% Assets
Financial28.27
Energy17.8
Engineering11.43
Construction9.55
Automobile5.83
Technology5.01
Healthcare4.48
Metals4.39
Services2.07
FMCG2.02

Indicators

Portfolio turnover ratio38.28
Standard Deviation15.74%
Beta1.1%
Sharpe Ratio0.4

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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