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HDFC Long Term Advantage Fund - Growth Return

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  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

HDFC Long Term Advantage Fund - Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,312 Cr

Lock In Period

3 Years

Expense Ratio

2.23

Exit Load

Nil.

Benchmark

BSE Sensex Total Return

HDFC Long Term Advantage Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.360.564.38
6M15.362.4020.20
1Y35.514.6836.07
3Y20.6413.7497.35

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

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
HDFC Long Term Advantage Fund - Growth01,311 CR2.23
Fund Name1Y3Y
This FundHDFC Long Term Advantage Fund - Growth35.505175.5679

HDFC Long Term Advantage Fund - Growth 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.