How to Invest in HDFC Long Term Advantage Direct Plan Growth?

You can easily invest in HDFC Long Term Advantage Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HDFC Long Term Advantage Direct Plan Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HDFC Long Term Advantage Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HDFC Long Term Advantage Direct Plan Growth provide?

The HDFC Long Term Advantage Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 36.07% since its inception.

How much expense ratio is charged by HDFC Long Term Advantage Direct Plan Growth?

The term Expense Ratio used for HDFC Long Term Advantage Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HDFC Long Term Advantage Direct Plan Growth is 1.80% as of 07 Sep 2025...

What is the AUM of HDFC Long Term Advantage Direct Plan Growth?

The AUM, short for Assets Under Management of HDFC Long Term Advantage Direct Plan Growth is ₹1,311.68Cr as of 07 Sep 2025.

How to Redeem HDFC Long Term Advantage Direct Plan Growth?

If you want to sell your HDFC Long Term Advantage Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HDFC Long Term Advantage Direct Plan Growth?

You can select either SIP or Lumpsum investment of HDFC Long Term Advantage Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of HDFC Long Term Advantage Direct Plan Growth?

The NAV of HDFC Long Term Advantage Direct Plan Growth is ₹625.39 as of 14 Jan 2022.

What is the PE and PB ratio of HDFC Long Term Advantage Direct Plan Growth?

The PE ratio ratio of HDFC Long Term Advantage Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HDFC Long Term Advantage Direct Plan Growth - NAV, Mutual Fund Performance & Portfolio

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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
Rating
NA
Min. SIP amount
Not Supported
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
Infosys Ltd.
TechnologyEquity9.71%
ICICI Bank Ltd.
FinancialEquity9.48%
Reliance Industries Ltd.
EnergyEquity9.03%
HDFC Bank Ltd.
FinancialEquity9.02%
Housing Development Finance Corpn. Ltd.
FinancialEquity7.89%
State Bank of India
FinancialEquity7.37%
Larsen & Toubro Ltd.
ConstructionEquity5.49%
ITC Ltd.
FMCGEquity4.69%
Carborundum Universal Ltd.
MetalsEquity4.49%
Redington India Ltd.
ServicesEquity4.31%
Vesuvius India Ltd.
ConstructionEquity3.20%
Power Grid Corporation of India Ltd.
EnergyEquity3.12%
Bharat Petroleum Corporation Ltd.
EnergyEquity2.94%
Tata Motors DVR
AutomobileEquity2.76%
Bharti Airtel Ltd.
CommunicationEquity2.68%
Aurobindo Pharma Ltd.
HealthcareEquity2.24%
HDFC Sensex ETF-IDCW
FinancialMutual Fund2.00%
Oriental Carbon & Chemicals Ltd.
ChemicalsEquity1.95%
Cholamandalam Financial Holdings Ltd.
FinancialEquity1.46%
Bank Of Baroda
FinancialEquity1.01%
Tata Steel Ltd.
MetalsEquity0.85%
eClerx Services Ltd
ServicesEquity0.85%
LG Balakrishnan & Brothers Ltd.
AutomobileEquity0.41%
Bharti Airtel Ltd. Partly Paid Equity
CommunicationPPE0.10%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns36.1%21.2%18.0%17.3%
Category average-3.6%16.2%20.4%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, ELSS fundsRating1Y3YFund Size(Cr)
SBI ELSS Tax Saver Fund Direct Growth
5
-2.7%24.1%30,271.16
HDFC ELSS Tax Saver Fund Direct Plan Growth
5
3.1%22.1%16,579.03
Parag Parikh ELSS Tax Saver Fund Direct Growth
5
4.2%19.6%5,538.01
Quantum ELSS Tax Saver Fund Direct Growth
4
-1.8%17.8%220.68
Bandhan ELSS Tax Saver Fund Direct Plan Growth
4
-4.1%16.1%6,973.73
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
1.80%
30 Sep 2020 - 31 Mar 2021
1.78%
31 Mar 2020 - 30 Sep 2020
1.71%
30 Sep 2019 - 31 Mar 2020
1.68%
31 Mar 2019 - 30 Sep 2019
1.69%
30 Sep 2018 - 31 Mar 2019
1.54%
31 Mar 2018 - 30 Sep 2018
0.70%
28 Feb 2018 - 31 Mar 2018
1.51%
31 Jan 2018 - 28 Feb 2018
1.73%
31 Dec 2017 - 31 Jan 2018
1.72%
30 Nov 2017 - 31 Dec 2017
1.65%
31 Oct 2017 - 30 Nov 2017
1.70%
Expense ratio, exit load and taxExpense ratio: 1.80%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 managementChirag 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
HDFC Long Term Advantage Direct Plan Growth
HDFC Mid Cap Fund Direct Growth
HDFC Children's Fund Direct Plan
HDFC Small Cap Fund Direct Growth
Fund house & investment objective
HDFC Mutual Fund
Rank (total assets)#2 in India
Total AUM₹8,65,702.46Cr
Date of Incorporation10 Dec 1999
    HDFC Long Term Advantage Direct Plan Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund.     This scheme was made available to investors on 10 Dec 1999.     Chirag Setalvad is the Current Fund Manager of HDFC Long Term Advantage Direct Plan Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹8,65,702 Cr and     the Latest NAV as of 14 Jan 2022 is ₹625.39.  

    The HDFC Long Term Advantage Direct Plan Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          
  ;
Investment ObjectiveThe schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments. 
 
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
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
E-mail
[email protected]
Website
www.hdfcfund.com
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
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%
Compare funds
HDFC Long Term Advantage Direct Plan Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	9.71%
ICICI Bank Ltd.	Financial	Equity	9.48%
Reliance Industries Ltd.	Energy	Equity	9.03%
HDFC Bank Ltd.	Financial	Equity	9.02%
Housing Development Finance Corpn. Ltd.	Financial	Equity	7.89%
State Bank of India	Financial	Equity	7.37%
Larsen & Toubro Ltd.	Construction	Equity	5.49%
ITC Ltd.	FMCG	Equity	4.69%
Carborundum Universal Ltd.	Metals	Equity	4.49%
Redington India Ltd.	Services	Equity	4.31%
Vesuvius India Ltd.	Construction	Equity	3.20%
Power Grid Corporation of India Ltd.	Energy	Equity	3.12%
Bharat Petroleum Corporation Ltd.	Energy	Equity	2.94%
Tata Motors DVR	Automobile	Equity	2.76%
Bharti Airtel Ltd.	Communication	Equity	2.68%
Aurobindo Pharma Ltd.	Healthcare	Equity	2.24%
HDFC Sensex ETF-IDCW	Financial	Mutual Fund	2.00%
Oriental Carbon & Chemicals Ltd.	Chemicals	Equity	1.95%
Cholamandalam Financial Holdings Ltd.	Financial	Equity	1.46%
Bank Of Baroda	Financial	Equity	1.01%
Tata Steel Ltd.	Metals	Equity	0.85%
eClerx Services Ltd	Services	Equity	0.85%
LG Balakrishnan & Brothers Ltd.	Automobile	Equity	0.41%
Bharti Airtel Ltd. Partly Paid Equity	Communication	PPE	0.10%

	1Y	3Y	5Y	All
Fund returns	36.1%	21.2%	18.0%	17.3%
Category average	-3.6%	16.2%	20.4%	NA
Rank with in category	NA	NA	NA	NA

Equity, ELSS funds	Rating	1Y	3Y	Fund Size(Cr)
SBI ELSS Tax Saver Fund Direct Growth	5	-2.7%	24.1%	30,271.16
HDFC ELSS Tax Saver Fund Direct Plan Growth	5	3.1%	22.1%	16,579.03
Parag Parikh ELSS Tax Saver Fund Direct Growth	5	4.2%	19.6%	5,538.01
Quantum ELSS Tax Saver Fund Direct Growth	4	-1.8%	17.8%	220.68
Bandhan ELSS Tax Saver Fund Direct Plan Growth	4	-4.1%	16.1%	6,973.73