HDFC Long Term Advantage Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
21.18%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹625.39
Min. SIP amountNot Supported
RatingNA
Fund size₹1,311.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (24)

NameSectorInstrumentAssets
TechnologyEquity9.71%
FinancialEquity9.48%
EnergyEquity9.03%
FinancialEquity9.02%
FinancialEquity7.89%
FinancialEquity7.37%
ConstructionEquity5.49%
FMCGEquity4.69%
MetalsEquity4.49%
ServicesEquity4.31%
ConstructionEquity3.20%
EnergyEquity3.12%
EnergyEquity2.94%
AutomobileEquity2.76%
CommunicationEquity2.68%
HealthcareEquity2.24%
FinancialMutual Fund2.00%
ChemicalsEquity1.95%
FinancialEquity1.46%
FinancialEquity1.01%
MetalsEquity0.85%
ServicesEquity0.85%
AutomobileEquity0.41%
CommunicationPPE0.10%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns36.1%21.2%18.0%17.3%
Category average1.3%20.8%22.3%NA
Rank with in categoryNANANANA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.80%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Chirag Setalvad
Jan 2013 - Present
View details

Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity ELSS

Pros

3Y annualised returns higher than category average by 1.92%
Exit load is zero

Cons

1Y and 5Y annualised returns lower than category average
Lock-in period: 3Y
Higher expense ratio: 1.8%

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