HDFC ELSS Tax Saver Fund Regular-IDCW

HDFC ELSS Tax Saver Fund Regular-IDCW: Mutual Fund Overview

HDFC ELSS Tax Saver Fund Regular-IDCW is an ELSS mutual fund with over 29.98 years of performance history. The scheme manages an AUM of ₹16618.14 Cr and has a NAV of ₹61.352. It is rated '5' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.71%.

Equity, ELSS, Principal at very high risk

1 Year Return 0.71% at 24 Mar 2026 04:26 PM

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Fund Details

NAV 61.352

Sub-Type ELSS

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 29.98

Fund Size(in Crores) 16618.14

Fund Performance

1 Month -10.15%

3 Month -10.53%

6 Month -10.62%

1 Year 0.71%

3 Year 18.04%

5 Year 17.28%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Bonds 10.16 Cash Margin 4.8 Securitised Debt 4.8 Debt Credit Ratings SOV 32.82 AAA 21.14 AA 20.97 Cash & Call Money 9.74 AA- 8.87 Debt Category Adani Power 3.34 Renew Solar Energy (Jharkhand Five) 3.36 Motilal Oswal Finevest 2.9 Tata Power Renewable Energy 2.45

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -2.64% Ret 1Y 2.37% Ret 3Y 6.85% Ret 5Y 5.87%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.72%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dhruv Muchhal

Education Mr. Dhruv has done B.Com, CA and CFA

Experience Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells

Roshi Jain

Education Ms. Jain is a CFA, ACA and PGDM.

Experience Prior to joining HDFC Asset Management Company Limited, she has worked with Franklin Templeton Investments, Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.

Amar Kalkundrikar

Education Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.

Experience Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 27

Date of Incorporation 1996-03-31

Total AUM 952319.77

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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HDFC ELSS Tax Saver Fund Regular-IDCW FAQs

How to invest in HDFC ELSS Tax Saver Fund Regular-IDCW?

Investing in HDFC ELSS Tax Saver Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of HDFC ELSS Tax Saver Fund Regular-IDCW?

The term expense ratio for HDFC ELSS Tax Saver Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HDFC ELSS Tax Saver Fund Regular-IDCW is 1.72% as of 24 Mar 2026.

What is the NAV of HDFC ELSS Tax Saver Fund Regular-IDCW?

The NAV of HDFC ELSS Tax Saver Fund Regular-IDCW is ₹61.352 as of 24 Mar 2026.

What is the AUM of HDFC ELSS Tax Saver Fund Regular-IDCW?

The AUM (Assets Under Management) of HDFC ELSS Tax Saver Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HDFC ELSS Tax Saver Fund Regular-IDCW is ₹16618.14 Cr as of 24 Mar 2026.

What is the PE and PB ratio of HDFC ELSS Tax Saver Fund Regular-IDCW?

The PE ratio of HDFC ELSS Tax Saver Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in HDFC ELSS Tax Saver Fund Regular-IDCW?

Yes, you can invest in HDFC ELSS Tax Saver Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of HDFC ELSS Tax Saver Fund Regular-IDCW in the last 5 years?

The return of HDFC ELSS Tax Saver Fund Regular-IDCW in the last 5 years is 17.28%.

What is the minimum SIP investment required in HDFC ELSS Tax Saver Fund Regular-IDCW?

The minimum SIP investment in HDFC ELSS Tax Saver Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For HDFC ELSS Tax Saver Fund Regular-IDCW, the minimum SIP amount is ₹500.0.

What is the current NAV of HDFC ELSS Tax Saver Fund Regular-IDCW?

The NAV of HDFC ELSS Tax Saver Fund Regular-IDCW, as of 24 Mar 2026, is ₹61.352.

Who manages the HDFC ELSS Tax Saver Fund Regular-IDCW?

The fund managers responsible for HDFC ELSS Tax Saver Fund Regular-IDCW are: