Fund Analysis

Will HDFC Tax Saver make a comeback?

The fund's focus on large caps and cyclicals has dragged down its performance relative to its category. That may change with the recovery

Once a hot favourite in the tax planning category, HDFC Tax Saver has delivered a patchy show in the last four years, starting from 2012. While it has managed to stay ahead of benchmarks, sluggish returns vis-à-vis its peers have seen its ratings slip from 4 stars in early 2013 to 1 star now. While the fund's 7 and 10 year return are quite healthy, both 5 and 3 year returns a

Fund Advisor

Buy, hold, or switch. Get the call.

How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.

No commissions. No conflicts. Since 1991.

See Plans right-arrow

Other Categories