HDFC Long Term Advantage Fund -Direct Plan
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long term.
• investment predominantly in equity and equity related instruments.
Fund Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE Sensex |
| Expense Ratio | 1.51% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,482 |
| AMC AUM (in Crs.) | ₹ 3,42,291 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 17.68% | |
| 500 | 500 | 9.74% | |
| 500 | 500 | 11.6% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.39% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 9.66% |
| 500 | 500 | 9.17% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.17% | |
| 500 | 500 | 12.39% | |
| 500 | 500 | 11.6% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 9 |
| ICICI Bank Ltd | Equity | 9 |
| Infosys Ltd | Equity | 7 |
| Larsen & Toubro Ltd | Equity | 6 |
| State Bank of India | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| ITC Ltd | Equity | 5 |
| Carborundum Universal Ltd | Equity | 3 |
| Bharat Petroleum Corp Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash | 1 |
| Mutual Fund - ETF | 1 |
| Cash - Collateral | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 25 |
| Oil & Gas Refining & Marketing | 13 |
| Diversified Industrials | 10 |
| Information Technology Services | 10 |
| Engineering & Construction | 6 |
HDFC Mutual Fund
AUM
₹3,42,291 Cr
About
Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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