_ap_ufes{"success":true,"siteUrl":"www.investmentyogi.com/w","urls":{"Home":"http://www.investmentyogi.com","Category":"http://www.investmentyogi.com/category/alternative-investment/","Archive":"http://www.investmentyogi.com/2015/02/","Post":"http://www.investmentyogi.com/salient-aspects-of-union-budget-2015/","Page":"http://www.investmentyogi.com/nri/","Nav_menu_item":"http://www.investmentyogi.com/trending/","Wpcf7_contact_form":"http://www.investmentyogi.com/?post_type=wpcf7_contact_form&p=5591","Flare":"http://www.investmentyogi.com/flare/email/"}}_ap_ufee

Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC long term advantage

3 Flares 3 Flares ×

Name of the Fund: HDFC long term advantage (G)

Ranked #3 by CRISIL

Category: ELSS

Expense Ratio: 2.57%

Risk Level: Average

Benchmark: S&P BSE Sensex

Objective:  The primary objective of the Scheme is to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Returns (Annualized)

1-Year3-Year5-Year
8.77%6.62%21.66%

Our Review

HDFC long term advantage fund has made its inception in the year 2001. Since launch, it has delivered a phenomenal return of 23.53% annualized. It has also consistently beaten its benchmark as well as category average.

Top holdings of the fund include Infosys, TCS, ICICI bank, ITC and L&T. This is an ELSS fund that provides returns as well as tax benefits. The returns since inception have been phenomenal. HDFC is also a fund house with good reputation. This will also add value to this fund.

3 Flares Facebook 2 Google+ 0 Twitter 1 Email -- 3 Flares ×