IDFC Tax Advantage (ELSS) Fund Regular Growth

Equity
ELSS
Very High Risk
3Y Lock In
22.41%
3Y annualised
+1.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Sep 2022₹97.61
Min. SIP amountNot Supported
Rating4
Fund size₹3,692.39Cr

Return calculator

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

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%22.4%13.0%18.0%
Category average-1.0%16.5%11.2%NA
Rank with in category336NA
Understand terms

Holdings (48)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.8%
Infosys Ltd.TechnologyEquity5.4%
State Bank of IndiaFinancialEquity4.8%
HDFC Bank Ltd.FinancialEquity4.0%
Reliance Industries Ltd.EnergyEquity3.8%
Tata Motors Ltd.AutomobileEquity3.2%
Mahindra & Mahindra Ltd.AutomobileEquity3.1%
Bharti Airtel Ltd.CommunicationEquity2.6%
Axis Bank Ltd.FinancialEquity2.6%
VRL Logistics Ltd.ServicesEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.97%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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