Name: HDFC Long Term Advantage Direct Plan Growth
Brand: HDFC Mutual Fund

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HDFC Long Term Advantage Direct Plan Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
63.51%
1Y return
+0.66% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 21 Sep 2021₹579.24
Min. SIP amountNA
Rating4star
Fund size₹1,363.20 Cr
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 returns63.5%17.6%16.3%16.9%
Category average54.9%14.2%14.3%NA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (24)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.5%
Infosys Ltd.
TechnologyEquity9.4%
HDFC Bank Ltd.
FinancialEquity9.3%
Reliance Industries Ltd.
EnergyEquity8.6%
Housing Development Finance Corpn. Ltd.
FinancialEquity8.2%
Larsen & Toubro Ltd.
ConstructionEquity7.5%
State Bank of India
FinancialEquity6.6%
Carborundum Universal Ltd.
MetalsEquity5.5%
Redington India Ltd.
ServicesEquity4.4%
ITC Ltd.
FMCGEquity4.4%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at 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 consinfo
Category: Equity ELSS
thumb_up_altPros
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
thumb_down_altCons
Higher expense ratio - 1.80351062%
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 implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementChirag Setalvad
Jan 2013 - Present
View details
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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 Children's Gift Fund
HDFC Long Term Advantage Fund IDCW
HDFC Long Term Advantage Fund Growth
HDFC Hybrid Equity Fund IDCW Quarterly
HDFC Hybrid Equity Fund Growth
HDFC Multi Asset Fund IDCW
HDFC Multi Asset Fund Growth
HDFC Mid Cap Opportunities Fund IDCW
HDFC Mid Cap Opportunities Fund Growth
HDFC Long Term Advantage Direct Plan IDCW
HDFC Long Term Advantage Direct Plan Growth
HDFC Mid Cap Opportunities Direct Plan IDCW
HDFC Mid Cap Opportunities Direct Plan Growth
HDFC Hybrid Equity Fund Direct Plan IDCW Quarterly
HDFC Hybrid Equity Fund Direct Plan Growth
HDFC Children's Gift Fund Direct Plan
HDFC Multi Asset Fund Direct IDCW
HDFC Multi Asset Fund Direct Growth
HDFC Small Cap Fund Regular IDCW
HDFC Small Cap Fund Regular Growth
HDFC Small Cap Fund Direct Growth
HDFC Small Cap Fund Direct IDCW
HDFC Retirement Savings Fund Equity Plan Regular Growth
HDFC Retirement Savings Fund Equity Plan Direct Growth
HDFC Retirement Savings Fund Hybrid Equity Plan Regular Growth
HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth
HDFC Retirement Savings Fund Hybrid Debt Plan Direct Growth
HDFC Retirement Savings Fund Hybrid Debt Plan Regular Growth
Fund house & investment objective
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HDFC Mutual Fund
Rank (total assets)#2 in India
Total AUM4,13,378.67 Cr
Date of Incorporation30 Jun 2000
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 o
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 30 Jun 2000. 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 ₹4,13,379 Cr and the Latest NAV as of 21 Sep 2021 is ₹579.24.
The HDFC Long Term Advantage Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The 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 i
The 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.
...Read more
Fund benchmarkS&P BSE Sensex TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
E-mail
[email protected]
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	63.5%	17.6%	16.3%	16.9%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.5%
Infosys Ltd.	Technology	Equity	9.4%
HDFC Bank Ltd.	Financial	Equity	9.3%
Reliance Industries Ltd.	Energy	Equity	8.6%
Housing Development Finance Corpn. Ltd.	Financial	Equity	8.2%
Larsen & Toubro Ltd.	Construction	Equity	7.5%
State Bank of India	Financial	Equity	6.6%
Carborundum Universal Ltd.	Metals	Equity	5.5%
Redington India Ltd.	Services	Equity	4.4%
ITC Ltd.	FMCG	Equity	4.4%

Rating	4
Fund size	₹1,363.20 Cr