e.g. Tata motors, Reliance MF, 500570

HDFC Long Term Advantage Fund - Regular Plan - Growth

Equity Tax Planning Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1311.68 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds

 

Investment Objective

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

AMC

HDFC Asset Management Company Ltd.

Fund Details

Launch Date

January 2, 2001

Fund Manager

Mr. Chirag Setalvad

Initial Price

10

AUM Fund

1311.68 Cr

Min investment

Rs 500

Expense Ratio

2.23%

SIP Minimum Investment

Daily - Rs. 300 and in multiples of Rs. 500 thereafter. Weekly - Rs. 500 and in multiples of Rs. 500 thereafter.Minimum number of installments 6. Monthly - Rs. 500 and in multiples of Rs. 500 thereafter. -In respect of each SIP Installment less than Rs. 1,000/- in value: 12. -In respect of each SIP Installment equal to or greater than Rs. 1,000/- in value: 6Quarterly - Rs. 1,500 and in multiples of Rs. 500 thereafter. -In respect of each SIP Installment less than Rs. 3,000/- in value: 4. -In respect of each SIP Installment equal to or greater than Rs. 3,000/- in value: 2

Exit Load

Nil.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹448.25
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

Sector Allocation

Information Technology 14.87%
Banks 26.88%
Miscellaneous 14.52%
Finance 9.89%
Tobacco 4.69%
Engineering 4.90%
Cement 3.20%
Power 3.12%
Petroleum 2.94%
Auto 2.76%
Telecommunications 2.68%
Pharmaceuticals and health care 2.24%
Tyres 1.95%
Automobiles 1.46%
Iron and Steel 0.85%
Address
HDFC House, 2nd Floor,H T Parekh Marg, 165-166,Backbay Reclamation,Churchgate, Mumbai Maharashtra India 400020
Phone
+91 22 66316333
Launch Date
January 2, 2001
Custodian
ICICI Bank, Citibank N.A., Deutsche Bank A.G., SBI-SG , HSBC
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.
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