scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • HDFC Asset Management Company Limited
    right-arrow
  • HDFC Long Term Advantage Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

Formerly HDFC L/T Advantage DP

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)

EquityTax Saving

Top Ranked

44.953

NAV (Jul 22)

14.7%
5 Year CAGR
Scripbox Opinion

Top Ranked

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

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

1,312 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
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
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

info-icon-blue

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

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
0 %
Launched (20y ago)
Jan 02, 2001
AUM in Crores
₹ 1,312
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%₹ 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.

build-long-item-wealth-img

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

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 451,798 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.

amc-img

  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 3,343 Cr

    Fund Size

    13.90%

    5 Year CAGR

    5 Y CAGR

    HDFC Large and Mid Cap Fund (G)

    HDFC Large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 2,526 Cr

    Fund Size

    13.40%

    5 Year CAGR

    5 Y CAGR

    HDFC Mid Cap Opportunities Fund (G)

    HDFC Mid Cap Opportunities Fund (G)

    Mid Cap

    Top Ranked

    ₹ 29,507 Cr

    Fund Size

    15.30%

    5 Year CAGR

    5 Y CAGR

    HDFC Low Duration (G)

    HDFC Low Duration (G)

    Low Duration

    Top Ranked

    ₹ 26,073 Cr

    Fund Size

    7.20%

    3 Year CAGR

    3 Y CAGR

    HDFC Floating Rate Debt Wholesale Plan (G)

    HDFC Floating Rate Debt Wholesale Plan (G)

    Floater

    Top Ranked

    ₹ 18,739 Cr

    Fund Size

    7.90%

    3 Year CAGR

    3 Y CAGR

    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 to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    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 21.0% 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 as of 2021-07-22 is ₹ 44.953. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 1311.722. 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 0.0 % 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 99.8% in this asset class. The top three holdings of the fund are icici bank ltd,hdfc bank ltd and infosys ltd

    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 ₹ 0 and you can increase this in multiples of ₹ 100. 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 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    Build Short Term Wealth

    Build Short Term Wealth

    Beat FD returns with the best debt mutual funds

    Save Taxes, Build Wealth

    Save Taxes, Build Wealth

    Top ELSS funds to save tax the smart way

    Achieve Life Goals

    Achieve Life Goals

    Customised plans for retirement, child education & more

    filter
    Show Calculator