IDFC Tax Advantage (ELSS) Fund

Equity | ELSS
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 500 0.74 % 4★ ₹ 3,851 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 500 ₹ 500 0.74 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 3,851 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities.

Scheme Performance

Returns and Ranks ( as on 04 October 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.9% 24.2% 13.9% 17.4%
Category Average 0.1% 19.7% 12.9% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.75%
TREPS
6.13%
Infosys
5.43%
St Bk of India
4.83%
HDFC Bank
4.05%
Others
70.81%
Banks
21.48%
Automobiles
6.13%
Finance
5.32%
Debt
4.93%
Auto Components
4.11%
Others
58.03%
Equity
93.79%
Reverse Repos
6.13%
Net Curr Ass/Net Receivables
0.04%
Cash & Cash Equivalents
0.04%

Fund House and Investment Objective

IDFC Mutual Fund

IDFC Tax Advantage (ELSS) Fund

Fund Manager
Daylynn Pinto

Exit Load

Exit Load NIL. (effect from 04.09.2009)

Advance Ratio

0 1.2 0.9 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

IDFC Mutual Fund
AUM:
1,17,110 Cr
Address:
6th Flr,841 One World Center,Jupiter mill,Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com

Frequently Asked Questions

You can invest in IDFC Tax Advantage (ELSS) Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for IDFC Tax Advantage (ELSS) Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The IDFC Tax Advantage (ELSS) Fund has delivered 17.4% since inception
The NAV of IDFC Tax Advantage (ELSS) Fund is ₹109.8 as of 04 October 2022.
The expense ratio of IDFC Tax Advantage (ELSS) Fund is 0.74 % as of 04 October 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now