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IDFC Tax Advantage (ELSS) Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
25.35%
3Y annualised
-0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹109.33
Min. SIP amount₹500
Rating4
Fund size₹3,532.70Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.3%25.4%21.2%19.4%
Category average54.9%14.2%14.3%NA
Rank with in category255NA
Understand terms

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity7.8%
TechnologyEquity7.5%
FinancialEquity4.7%
FinancialEquity4.0%
AutomobileEquity3.8%
EnergyEquity3.7%
ChemicalsEquity3.2%
FMCGEquity2.8%
CommunicationEquity2.7%
TechnologyEquity2.6%
See All

Pros and cons

Category: Equity ELSS

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 1.77 The fund has generated returns higher than benchmark - S&P BSE 200 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 0.7%

Cons

1Y annualised returns lower than category average by 8.59%
Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.70%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

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FAQs

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