Home› Funds› HDFC ELSS Tax saver - Growth Plan

HDFC ELSS Tax saver - Growth Plan

HDFC · ELSS
High
₹1290.10
Current NAV
23 Oct 2026
-12.1%
1Y Return
11.1%
3Y CAGR
11.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.32).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.32
Sharpe Ratio
1.52
Beta
-0.68
Alpha
1.74
Sortino
Fund Details
Fund House HDFC
Category ELSS
AUM ₹7870 Cr
Expense Ratio 1.12%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in ELSS
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option
Navi
₹32.81 7.6%
Navi ELSS Tax Saver Fund - Direct Plan IDCW Payout
Navi
₹32.40 7.6%
Navi ELSS Tax Saver Fund - Regular Plan IDCW Payout
Navi
₹27.30 5.6%
Navi ELSS Tax Saver Fund- Regular Plan- Growth Option
Navi
₹27.30 5.6%