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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HDFC ELSS Tax Saver Fund - Regular Plan
|
Very High
|
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1.70 |
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|
Very High
|
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1.57 |
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|
Very High
|
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1.56 |
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|
Very High
|
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1.64 |
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|
Very High
|
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1.71 |
₹16,618 Cr
--
500
500
500
6
About HDFC ELSS Tax Saver Fund - Regular Plan
HDFC ELSS Tax Saver Fund - Regular Plan is a equity mutual fund scheme of HDFC Mutual Fund. Launched on March 31, 1996, it is currently managed by Amar Kalkundrikar. The fund has an expense ratio of 1.70% with an overall AUM (Assets Under Management) of ₹16,618 Cr.
HDFC ELSS Tax Saver Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Suitability
ELSS funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HDFC ELSS Tax Saver Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HDFC ELSS Tax Saver Fund - Regular Plan can be bought from the HDFC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of HDFC ELSS Tax Saver Fund - Regular Plan, is ₹1,334.3320 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
9.13
|
|
|
8.87
|
|
|
7.38
|
|
|
5.52
|
|
|
5.06
|
Over the past five years, HDFC ELSS Tax Saver Fund - Regular Plan has delivered an annualised return of 17.74% as of 19-Mar-2026.
The minimum investment required to start investing in HDFC ELSS Tax Saver Fund - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.