HDFC Long Term Advantage Fund (D)

HDFC Long Term Advantage Fund (D)

AMC Name: HDFC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex TRI
Fund Manager Chirag Setalvad
Fund Horizon OPEN
Inception Date 02-Jan-2001
Scheme AUM(CR) ` 1317.58
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 500/ `
SIP Dates 0
Entry Load Nil
Exit Load Nil
Expense Ratio 2.22

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -1.46% -2.45%
3 Month -7.27% -5.87%
6 Month -6.13% -3.43%
1 Year -5.81% -1.71%
3 Year 7.48% 9.75%
5 Year 7.66% 7.90%
Since Inception 20.59% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others