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This Fund:
Sensex:
BankFD:

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 4.36% returns, against a category average of 2.01% and a category best of 16.16%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.362.0116.16
6M15.361.8220.20
1Y35.515.1536.07
3Y20.6415.18103.77

Portfolio Analysis

  • Equity: 95.05%
  • Debt: 4.95%
  • Others
As on: 2021-12-31
View allocation % by

1. ICICI Bank Ltd.9.48%
2. HDFC Bank Ltd.9.02%
3. Housing Development Fin. Corp. Ltd.7.89%
4. State Bank of India7.37%
5. Cholamandalam Financial Holdings Ltd.1.46%
6. Bank of Baroda1.01%

1. Reliance Industries Ltd.9.03%
2. Bharat Petroleum Corporation Ltd.2.94%

1. Infosys Limited9.71%

1. Carborundum Universal Ltd.4.49%
2. Vesuvius India Ltd.3.20%

1. Larsen and Toubro Ltd.5.49%

1. ITC Ltd.4.69%

1. Redington (India) Ltd.4.31%

1. Tata Motors Limited DVR2.76%
2. LG Balakrishnan & Bros Ltd.0.41%

1. Power Grid Corporation of India Ltd.3.12%

1. Bharti Airtel Ltd.2.78%

1. Aurobindo Pharma Ltd.2.24%

1. Oriental Carbon & Chemicals Ltd.1.95%

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.

Fund Managers

Chirag Setalvad

Mr. Chirag is a Science Graduate and has done his MBA from University of North Carolina. He has over 13 years of experience, of which 10 years in Fund Management and Equity Research and 3 years in investment banking. Prior to this he was with New Vernon Advisory Services Ltd for 3 years and had worked in ING Barings N.V. from September 1996 till May 2000.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundITI ELSS Tax Saver Fund Growth2368.57 CR2.31
This FundHSBC ELSS Tax saver Fund Growth33561.32 CR1.94
This FundHDFC Long Term Advantage Fund - Growth01311.68 CR2.23
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundITI ELSS Tax Saver Fund Growth3.724970.5248
This FundHSBC ELSS Tax saver Fund Growth5.850172.3784
This FundHDFC Long Term Advantage Fund - Growth35.505175.5679
This FundMotilal Oswal ELSS Tax Saver Fund Growth11.466896.626

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 : 4.36%
  • 6 Months : 15.36%
  • 1 Year : 35.51%
  • 3 Years : 20.64%
Returns of HDFC Long Term Advantage Fund - Growth are updated daily based on NAV of ₹ 595.168 as on Jan 14,2022. Since inception, the return has been 75.57%.

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