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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹1,312 Cr
Lock In Period
3 Years
Expense Ratio
2.23
Benchmark
BSE Sensex Total Return
Exit Load
Nil.
Summary
Latest details for HDFC Long Term Advantage Fund - Growth include a ₹595.168 NAV as of Jan 14,2022 and returns since inception of 75.57%. Minimum investments start at SIP ₹500. The HDFC Long Term Advantage Fund - Growth AUM is ₹1,312 Cr, with a lock-in of 3 Years years, expense ratio of 2.23%, and benchmark BSE Sensex Total Return. Exit load is - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-12-31
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About Fund
HDFC Long Term Advantage Fund - Growth managed by HDFC Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,312 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.23. Under the expert guidance of Chirag Setalvad ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas ELSS Tax Saver Fund Growth | 3 | 910.81 CR | 2.22 |
| This FundHSBC ELSS Tax saver Fund Growth | 3 | 3961.5 CR | 1.92 |
| This FundHDFC Long Term Advantage Fund - Growth | 5 | 1311.68 CR | 2.23 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4 | 4188.13 CR | 1.83 |
| This FundSBI ELSS Tax Saver Fund Growth | 5 | 31861.52 CR | 1.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas ELSS Tax Saver Fund Growth | 13.9414 | 70.8611 |
| This FundHSBC ELSS Tax saver Fund Growth | 14.3752 | 71.3834 |
| This FundHDFC Long Term Advantage Fund - Growth | 35.5051 | 75.5679 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 12.3127 | 85.1019 |
| This FundSBI ELSS Tax Saver Fund Growth | 12.0749 | 90.271 |
FAQs
HDFC Long Term Advantage Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Long Term Advantage Fund - Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Long Term Advantage Fund - Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in HDFC Long Term Advantage Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Long Term Advantage Fund - Growth is ₹1,312 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Long Term Advantage Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500