FundLens
71
ELSS (Tax Saver)Buy

HDFC ELSS Tax Saver

HDFC · Direct–Growth · rank #7 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.6%
-4.5% vs index
3 Years
12.0%
+2.2% vs index
5 Years
13.8%
+4.3% vs index
Since launch
13.9%

Year-by-year performance

last entry = YTD
2021
+36.0%
2022
+11.1%
2023
+34.0%
2024
+22.1%
2025
+10.9%
2026
-7.2%

Why this score

HDFC ELSS Tax Saver scores 71/100 — #7 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and sharpe ratio — beating 87% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

5Y return13.81% · 87th percentile in category
Sharpe ratio0.71 · 85th percentile in category
3Y return12.02% · 66th percentile in category
Fund size15991.78 Cr · 88th percentile in category
Sortino ratio0.62 · 78th percentile in category
Alpha2.73 · 77th percentile in category

Top holdings

top 5 = 32.5% of portfolio
1.ICICI Bank Ltd9.32%
2.HDFC Bank Ltd7.36%
3.Axis Bank Ltd6.5%
4.Maruti Suzuki India Ltd4.66%
5.State Bank of India4.64%

62 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds