- Mutual Funds
- HDFC Mutual Funds
- HDFC Long Term Advantage Fund (PIDCW-A)
Formerly HDFC L/T Advantage DP
HDFC Long Term Advantage Fund (PIDCW-A)
₹ 51.722
NAV (Jan 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Long Term Advantage Fund (PIDCW-A) | 11,16,384 | 3,83,772 | 16.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 45,470 cr | ||
₹ 71,700 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.5% | 13.3% | ||
12.9% | 6.3% | ||
6.2% | 7.8% | ||
5.4% | 5.9% | ||
6.6% | 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 7/26/2024 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)?
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.