Overview (as on 09 Apr 2021)
NAV
₹481.119
1y returns
70.976%
Fund AUM
₹1,276 Cr
Expense Ratio
1.59%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
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Asset Allocation
Equity (97.18%)
Debt & Cash (2.81%)
Sector Allocation
Financial Services
35.62%
Industrials
18.79%
Energy
11.85%
Tech
11.66%
Basic Materials
6.70%
Defensive
4.97%
Health
3.55%
Utilities
2.61%
Communication
2.14%
Consumer
2.11%
Size Breakup
Large Cap
80.25%
Mid Cap
14.12%
Small Cap
5.63%
Key Metrics
Beta
1.06
Std deviation
20.04%
Sharpe Ratio
0.55
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
HDFC Sensex ETF
Gold Others
1.68%
Fund Details
Investment Objectives
"To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments."
Scheme Name
HDFC Long Term Advantage Fund -Direct Plan - Growth Option
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.59% | 71.05% | |
| Direct | 1.59% | 71.05% | |
| Regular | 2.17% | 70.27% | |
| Regular | 2.17% | 70.27% |
Peer Funds
HDFC Long Term Advantage Fund -Direct Plan - Gr...
NAV
₹481.119
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Anand Laddha
manager
Work Experience
"null"
Chirag Setalvad
leader
Qualifications
B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
Work Experience
"Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill."
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