HDFC ELSS Tax saver Fund - IDCW Plan

HDFC ELSS Tax saver Fund - IDCW Plan is a scheme launched by HDFC Mutual Fund on June 13, 1996, and falls under the ELSS fund category. It currently manages an AUM of Rs 16,525.28 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 1.7% for managing the portfolio.

• Investing Strategy:

  To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

• Performance:

  HDFC ELSS Tax saver Fund - IDCW Plan trailing returns over different times are -6.5% (1 year), 10.63% (3 year) and 13.17% (5 year). The average annual return of this fund stands at -1.54%.