69
ELSS (Tax Saver)Buy
HDFC ELSS Tax Saver
HDFC · Direct–Growth · rank #8 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-8.9%
-4.5% vs index
3 Years
11.6%
+2.6% vs index
5 Years
12.2%
+4.3% vs index
Since launch
13.6%
Year-by-year performance
2021
+36.0%+5.4% vs index
2022
+11.1%+7.4% vs index
2023
+34.0%+7.5% vs index
2024
+22.1%+6.4% vs index
2025
+10.9%+3.3% vs index
2026
-10.0%-3.2% vs index
Why this score
HDFC ELSS Tax Saver scores 69/100 — #8 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 87% of peers on 5y return. The main drag is its 1y return (better than only 4% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return12.18% · 87th percentile in category
3Y return11.63% · 72nd percentile in category
Sharpe ratio0.48 · 78th percentile in category
Fund size14948.74 Cr · 88th percentile in category
1Y return-8.90% · 4th percentile in category
Sortino ratio0.57 · 78th percentile in category
Top holdings
1.ICICI Bank Ltd9.06%
2.HDFC Bank Ltd7.87%
3.Axis Bank Ltd6.56%
4.Kotak Mahindra Bank Ltd4.88%
5.State Bank of India4.49%
61 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.