(Start of Back Button) insnapshot (End of Back Button)

Morningstar® Fund Report™

Overview

Chart

Analyst Research

Performance

Risk and Rating

Portfolio

Management

Fees

Filings

Print

PDF

Methodology

Glossary

HDFC ELSS TaxSaver Growth

Morningstar Rating™ (Relative to Category)	30/04/2024
Morningstar Return Morningstar Risk (Rel to Cat) Morningstar Rating™ 3-Year High Below Average 5-Year Average Average 10-Year Average Average Overall Average Average
Category:  India ELSS (Tax Savings)	Click here to see our Methodology

Volatility Measurements	30/04/2024
Volatility 11.76 % 3-Yr Mean Return 28.06 %   Sharpe Ratio 1.67

Modern Portfolio Statistics		-
	Standard Index	Best Fit Index
	S&P BSE 200 India TR INR
R-Squared	92.13	-
3-Yr Beta	0.85	-
3-Yr Alpha	8.09	-

Return/Risk Analysis			30/04/2024
Risk Measurement	1 Year	3 Years	5 Years
Standard Deviation	9.98	11.76	18.67
Sharpe Ratio	3.20	1.67	0.73
Sortino Ratio	-	-	-
Positive Months	11	25	38
Negative Months	1	11	22
Worst Month	-1.91	-4.93	-23.88