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HDFC TaxSaver-Growth

Ranked 200 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Vinay Kulkarni

Objective

To achieve long term growth of capital. The asset allocation under the respective Plans will be as follows: - Equities & related instruments: minimum 80%, Debt and Money Market instruments: maximum 20%.

Performance

India over : 30/06/2015 - 30/06/2018
  • Rank 200/307 Total Return
  • Rank 253/307 Standard Deviation
  • Rank 282/307 Max Drawdown
Fund Name Currency Return
198 Kotak Funds-India Growth A Acc USD INR

27.4%

199 HDFC Equity Fund-Growth INR

27.4%

200 HDFC TaxSaver-Growth INR

27.4%

201 Kotak Bluechip Fund-Dividend INR

27.2%

202 Taishin India Fund INR

27.1%

Fund Name Currency Loss
280 Taurus Discovery Fund-Growth INR

-22.9%

281 HDFC Focused 30 Fund-Growth INR

-23.0%

282 HDFC TaxSaver-Growth INR

-23.1%

283 JM Value Fund-Growth INR

-23.1%

284 Sahara Growth Fund-Growth INR

-23.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -10.8% -0.9%
2017 38.7% 16.0% 3.7% 1.5% 13.6%
2016 7.6% -5.8% 8.8% 7.5% -2.4%
2015 -6.2% -0.7% -2.2% -3.9% 0.5%
2014 56.4% 8.0% 29.7% 3.1% 8.3%
2013 5.1% -7.6% -1.9% -1.6% 17.9%
2012 26.6% 15.7% -2.9% 6.6% 5.7%
2011 -22.6% -6.5% 1.1% -11.5% -7.5%
2010 26.4% 4.4% 6.1% 14.8% -0.6%
2009 99.1% -1.9% 51.2% 24.9% 7.5%
2008 -51.6% -25.6% -16.8% 4.9% -25.4%
2007 39.4% -8.6% 16.9% 12.0% 16.6%
2006 34.1% 20.1% -12.2% 14.3% 11.3%
2005 74.8% 8.1% 15.6% 27.1% 10.0%
2004 49.4% -4.1% -5.9% 30.7% 26.7%
2003 121.1% -1.5% 32.4% 24.4% 36.3%
2002 13.1% 18.7% -4.3% -10.5% 11.2%
2001 -4.5% -10.3% 2.4% -10.4% 16.0%
2000 -12.3% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date13/06/1996
  • Share Class size48,081Mn
  • Base currencyINR
  • ISIN INF179K01BB8

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment300

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).