• Mutual Funds
  • HDFC Mutual Funds
  • HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

Formerly HDFC L/T Advantage DP

HDFC Mutual Funds

HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

EquityTax Saving

Top Ranked

48.457

NAV (Nov 29)

16.4%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

1,374 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
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    Save Tax

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Historical NAV

48.457

NAV (Nov 29)

Fund Returns

Last 1Y

44.7%

Last 3Y

17.9%

Last 5Y

16.4%

Last 10Y

16.6%

Since Inception

21.1%

6 Month CAGR

15.4%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

0

Launched (20y ago)

Jan 02, 2001

AUM in Crores

1373.388

ISIN

INF179K01970

Lock-in

3

Benchmark

S&P BSE SENSEX TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers
user-avatar

Chirag Setalvad

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 489,108 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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

    14.8%

    4.2%

    17.7%

    15.1%

    19.9%

    16.3%

    6.8%

    7.2%

    7.5%

    8%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    About HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 21.1% over a period of 20 years. The fund was previously known as HDFC L/T Advantage DP . The fund is managed by HDFC Asset Management Company Limited. The fund manager’s name is Chirag Setalvad

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) Investment Objective

    To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) NAV,AUM,Risk

    The HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) fund was launched on Jan 02, 2001. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-11-29 is ₹48.46. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹1373.388. The category risk of the HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) fund is Very High Risk. The fund charges null % as expense ratio.

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , reliance industries ltd , infosys ltd , housing development finance corp ltd , state bank of india , larsen & toubro ltd , itc ltd , redington (india) ltd , carborundum universal ltd , tata motors ltd class a , bharat petroleum corp ltd , vesuvius india ltd , power grid corp of india ltd , bharti airtel ltd , aurobindo pharma ltd , oriental carbon and chemicals ltd , hdfc sensex etf , tata steel ltd , cholamandalam financial holdings ltd , bank of baroda , eclerx services ltd , net current assets , treps - tri-party repo , l.g.balakrishnan & bros ltd , reverse repo , bharti airtel ltd (partly paid rs.1.25)

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) Investment volatility and Horizon

    This fund 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 S&P BSE SENSEX TR INR

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) Review

    HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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