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  • HDFC Long Term Advantage Fund (PIDCW-A)

Formerly HDFC L/T Advantage DP

HDFC Mutual Funds

HDFC Long Term Advantage Fund (PIDCW-A)

EquityTax Saving

51.722

NAV (Jan 14)

16.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund
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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (23y ago)
Jan 02, 2001
AUM in Crores
1311.678
ISIN
INF179K01970
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
23.9
Standard Deviation (5yr)
20.4
Beta (3yr)
0
Beta (5yr)
1.05
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0.586
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Long Term Advantage Fund (PIDCW-A)70%11,16,384 3,83,77216.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 700,396 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

12%

6.4%

24.4%

13.2%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Long Term Advantage Fund (PIDCW-A) Review

HDFC Long Term Advantage Fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 21.3% over a period of 23 years. The fund was previously known as HDFC L/T Advantage DP. The fund is managed by HDFC Asset Management Co Ltd. The fund manager’s name is null.

Nav of HDFC Long Term Advantage Fund (PIDCW-A) as of 1/14/2022 is ₹51.72 with the total AUM as of 6/12/2024 is ₹1311.678. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Long Term Advantage Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 0 fund in Equity and delivered 35.6% 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 (PIDCW-A).

Frequently Asked Questions

What is HDFC Long Term Advantage Fund (PIDCW-A)?

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

How to invest in HDFC Long Term Advantage Fund (PIDCW-A)?

You can invest in HDFC Long Term Advantage Fund (PIDCW-A) 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 (PIDCW-A)?

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

Is HDFC Long Term Advantage Fund (PIDCW-A) good to invest in?

As per Scripbox experts, HDFC Long Term Advantage Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investHDFC Long Term Advantage Fund (PIDCW-A) 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 (PIDCW-A)?

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