HDFC Long Term Advantage Fund - Growth Option

Fund Returns

NAV Rs. 357.84 5.39 %
(as on March 7, 2019)
1 yr Return 8.66 %
3 yr. Return 16.41 %
5 yr. Return 15.04 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 357.84 5.39 %
(as on March 7, 2019)
8.66 % 16.41 % 15.04 %

Scheme Details

Launch Date Jan. 2, 2001
Fund Size Rs. 1479.26 cr.
Category Equity | Tax Savings
Fund Manager Chirag Setalvad
AMC HDFC Asset Management Company Limited
Fund Benchmark S&P BSE SENSEX
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 0.00
Expense Ratio 1.40 %
Exit load Nil

Investment Objective

The objective of the scheme is to generate long term capital appreciaton from a portfolio that is invested predominantly in equity and related instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.7 6.99 6.49 8.66 16.41 15.04
Rank Within Category 69 22 None 19 2 3

AMC Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/

Scheme Details

Launch Date Jan. 2, 2001 Fund Size Rs. 1479.26 cr.
Category Equity | Tax Savings Fund Manager Chirag Setalvad
AMC HDFC Asset Management Company Limited Fund Benchmark S&P BSE SENSEX
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 0.00 1.40 % Nil

Investment Objective

The objective of the scheme is to generate long term capital appreciaton from a portfolio that is invested predominantly in equity and related instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.7 6.99 6.49 8.66 16.41 15.04
Rank Within Category 69 22 None 19 2 3

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
HDFC Long Term Advantage Fund - Growth Option 8.66 16.41 15.04 1,479.26
Tata Digital India Fund-Regular Plan-Growth 9.33 20.44 - 389.49
SBI Banking & Financial Services Fund - Regular Plan - Growth 26.27 20.38 - 1,291.97
ABSL Digital India Fund - Growth - Regular Plan 14.83 19.24 11.01 430.40
Tata Banking And Financial Services Fund-Regular Plan-Growth 26.44 18.23 - 413.03
Axis Bluechip Fund - Growth 21.69 18.1 9.51 9,481.19

AMC Contact Information

AMC HDFC Asset Management Company Limited
Address HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate, Mumbai - 400 020
Email cliser@hdfcindia.com
Website https://www.hdfcfund.com/