HDFC Long Term Advantage Fund - Growth Option

Category: Equity: ELSS
Launch Date: 02-01-2001
Asset Class: Equity
Benchmark: S&P BSE SENSEX TRI
Expense Ratio: 2.2% As on ( 30-09-2018)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,479.26 Cr As on ( 30-11-2018)
Turn over: 10.01
NAV as on 11-12-2018

330.459

0.3 ( 0.092% )

CAGR Since Inception

21.51%

S&P BSE SENSEX TRI 9.01%

PERFORMANCE of HDFC Long Term Advantage Fund - Growth Option

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Long Term Advantage Fund - Growth Option -4.63 14.12 15.48 18.63 21.51
S&P BSE SENSEX TRI 6.42 12.94 12.0 15.38 9.01
Equity: ELSS -6.95 10.56 15.33 16.91 12.4

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad, Mr. Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Investment Objective

The schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments.

RETURNS CALCULATOR for HDFC Long Term Advantage Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of HDFC Long Term Advantage Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Long Term Advantage Fund - Growth Option 13.68 0.116 6.35 0.955 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HDFC Long Term Advantage Fund - Growth Option

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 -4.63 12.26 14.12 15.48 18.63
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 4.9 15.1 11.51 14.89 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Dividend 31-03-1993 4.12 14.52 11.0 14.43 17.92
Taurus Tax Shield- Regular Plan -Dividend Option 06-05-2008 2.24 16.69 14.15 14.78 16.16
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 2.24 16.69 14.15 14.78 16.74
Quantum Tax Saving Fund - Regular Plan Dividend Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 2.13 15.67 12.42 19.54 0.0
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0
LIC MF ULIS (10 Yrs. Regular Premium Uniform Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HDFC Long Term Advantage Fund - Growth Option

Asset Allocation (%)

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