HDFC Long Term Advantage Direct Plan Growth+0.91%

4
-10.82%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Long Term Advantage Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.71%
NAV336.56 (09 Jul 2020)
Fund Started01 Jan 2013
Fund Size1,064 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Long Term Advantage Direct Plan Growth
-10.8%
1.4%
7.2%
11.5%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -10.8% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the category average returns
    2. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.68316871%
    3. 1Y Returns are lower than the category average returns
    4. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.4%
    HDFC Bank Ltd.FinancialEquity9.9%
    Infosys Ltd.TechnologyEquity9.0%
    ICICI Bank Ltd.FinancialEquity8.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.6%
    Larsen & Toubro Ltd.ConstructionEquity5.4%
    ITC Ltd.FMCGEquity5.2%
    State Bank of IndiaFinancialEquity4.4%
    Aurobindo Pharma Ltd.HealthcareEquity3.6%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.5%
    See All

    Fund Managers

    addChirag Setalvad
    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.
    Funds Managed

    HDFC Long Term Advantage Direct Plan Growth Details

    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 01 Jan 2013. 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 ₹1,064 Cr and the Latest NAV as of 09 Jul 2020 is ₹336.56.

    The HDFC Long Term Advantage Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.

    Investment Objective

    To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    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
    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,
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