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  • HDFC Long Term Advantage Fund (Growth)
HDFC Mutual Funds

HDFC Long Term Advantage Fund (Growth)

EquityTax Saving

Top Ranked

595.168

NAV (Jan 14)

17.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
HDFC Long Term Advantage Fund (Growth) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,312 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

595.168

NAV (Jan 14)

Fund Returns

Last 1Y

35.5%

Last 3Y

20.6%

Last 5Y

17.4%

Last 10Y

17.6%

Since Inception

21.4%

6 Month CAGR

15.4%

Scheme Information

Investment Objective

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments.

Expense Ratio

0

Launched (21y ago)

Jan 02, 2001

AUM in Crores

1311.678

ISIN

INF179K01996

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers

Chirag Setalvad

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-01-14

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 458,502 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.9%

    4.5%

    6.1%

    7.8%

    3.6%

    5.8%

    5.6%

    5.7%

    5.6%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Long Term Advantage Fund (G) Review

    HDFC Long Term Advantage Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 21.4% over a period of 21 years. The fund is managed by HDFC Asset Management Company Limited. The fund manager’s name is Chirag Setalvad.

    Nav of HDFC Long Term Advantage Fund (G) as of 1/14/2022 is ₹595.17 with the total AUM as of 6/27/2022 is ₹1311.678. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Long Term Advantage Fund (G) was launched on Jan 02, 2001. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HDFC Long Term Advantage Fund (G) is ₹0 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Long Term Advantage Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    HDFC Long Term Advantage Fund (G) is rated as a 4 fund in Equity and delivered 35.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Long Term Advantage Fund (G).

    Frequently Asked Questions

    What is HDFC Long Term Advantage Fund (G)?

    HDFC Long Term Advantage Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Long Term Advantage Fund (G)?

    You can invest in HDFC Long Term Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Long Term Advantage Fund (G)?

    The minimum sip amount for HDFC Long Term Advantage Fund (G) is ₹0. You can invest in multiples of ₹500.

    Is HDFC Long Term Advantage Fund (G) good to invest in?

    As per Scripbox experts, HDFC Long Term Advantage Fund (G) is a Top Ranked fund. You can investHDFC Long Term Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Long Term Advantage Fund (G)?

    The expense ratio of the HDFC Long Term Advantage Fund (G) is % for regular plan.