HDFC Long Term Advantage Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.360.335.20
6M15.362.5719.99
1Y35.515.3136.07
3Y20.6413.8988.18

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%
No Data Found
No Data Found

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
HSBC ELSS Tax saver Fund Growth34,114 CR1.99
HDFC Long Term Advantage Fund - Growth01,311 CR2.23
Motilal Oswal ELSS Tax Saver Fund Growth44,783 CR2.12
Fund Name1Y3Y
This FundHSBC ELSS Tax saver Fund Growth9.151861.6305
This FundHDFC Long Term Advantage Fund - Growth35.505175.5679
This FundMotilal Oswal ELSS Tax Saver Fund Growth15.086881.6048

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.