HDHDFC MFDirect · IDCW

HDFC Long Term Advantage Fund - IDCW - Direct Plan

elssEquity - ELSS - Tax Saver FundBenchmark: NIFTY 500 - TRI
NAV · 14 Jan 2022₹57.52+0.05%
AUM₹1.3k Crfrom this fund's primary plan
Expense Ratio0.70%
CAGR
Exit LoadNil
Min SIP
Launched2012

Investment Objective

The objective of the scheme is to generate long term capital appreciaton from a portfolio that is invested predominantly in equity and related instruments.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
CS
Chirag Setalvad
Fund Manager
Key Information
0.70%
₹500
Nil
3 years
Inception31 Dec 2012
AMCHDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.05%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.70%
Nil
3 years
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme