Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 0.74 % | 4★ | ₹4,025 | 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★ | ₹4,025 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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.4% | 23.5% | 12.9% | 17.3% | ||||
| Category Average | 0.4% | 17.4% | 11.4% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
St Bk of India
Infosys
HDFC Bank
Reliance Industr
Others
Fund House Details
IDFC Tax Advantage (ELSS) Fund
Fund Manager
Daylynn Pinto
Exit Load
| Exit Load | NIL. (effect from 04.09.2009) |
|---|
Advance Ratio
| 0.01 | 1.16 | 0.95 | 0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
IDFC Mutual Fund
AUM:
1,19,074 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 17.3% since inception
The NAV of IDFC Tax Advantage (ELSS) Fund is ₹112.2 as of 03 February 2023.
The expense ratio of IDFC Tax Advantage (ELSS) Fund is 0.74 % as of 03 February 2023.
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”.
