Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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 -1.27% and a category best of 4.38%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.36 | -1.27 | 4.38 |
| 6M | 15.36 | 1.20 | 20.20 |
| 1Y | 35.51 | 5.57 | 36.07 |
| 3Y | 20.64 | 13.84 | 97.35 |
Portfolio Analysis
- Equity: 95.05%
- Debt: 4.95%
- 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 FundDSP ELSS Tax Saver Fund Growth | 5 | 17249.79 CR | 1.64 |
| This FundHDFC ELSS Tax Saver Fund Growth | 5 | 16618.14 CR | 1.7 |
| This FundHDFC Long Term Advantage Fund - Growth | 5 | 1311.68 CR | 2.23 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4 | 4174.5 CR | 1.82 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP ELSS Tax Saver Fund Growth | 6.2438 | 65.7049 |
| This FundHDFC ELSS Tax Saver Fund Growth | 5.8224 | 66.4676 |
| This FundHDFC Long Term Advantage Fund - Growth | 35.5051 | 75.5679 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 11.8802 | 79.4636 |
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%
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