Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC ELSS Tax saver Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.4/10 · Below Average |
| Fund house | HDFC Mutual Fund |
| Category | Equity Scheme - ELSS · elss |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹16.6K Cr |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | -1.15% |
| 3Y return (CAGR) | +18.83% |
| 5Y return (CAGR) | +19.30% |
| 10Y return (CAGR) | +14.53% |
| SIP returns | |
| SIP 1Y | -8.37% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 12.72% |
| Sharpe ratio (1Y) | -0.60 |
| Sharpe ratio (3Y) | 0.97 |
| Sortino ratio (1Y) | -0.58 |
| Costs | |
| Expense ratio | 1.08% |
| Exit load | - |
| Portfolio | |
| NAV | ₹1,472.79 |
| Min SIP | ₹500 |
| Min lump sum | ₹500 |
| Tax & redemption | |
| Tax treatment | 80C eligible · LTCG 12.5% above ₹1.25L |
| Lock-in period | 3 years |
| Benchmark |
|---|
| BSE 500 India TR INR |
| Category avg 1Y | +2.15% |
|---|
| Max drawdown (1Y) | -14.81% |
|---|
| Category rank (1Y) | #9 of 12 |
|---|
| Quartile (1Y) | Q3 |
|---|