HDFC Long Term Advantage Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 1493.65
Expense Ratio
1.75%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 306360
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
347.506
(0.72 %)
NAV as on 2018-11-16
Returns
Fund
HDFC Long Term Advantage Fund - Direct Plan
1 Year
-1.08%
3 Year
14.69%
5 Year
17.22%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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 investing 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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,981
Portfolio Value
-19
Total Returns