| Category: Equity: ELSS |
| Launch Date: 05-01-2001 |
| Asset Class: Equity |
| Benchmark: S&P BSE SENSEX TRI |
| Expense Ratio: 2.2% As on (30-09-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,276.45 Cr As on (31-03-2021) |
| Turn over: 1.03 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HDFC Long Term Advantage Plan - Growth Plan | 66.27 | 9.76 | 14.31 | 12.36 | 20.62 |
| S&P BSE SENSEX TRI | 9.0 | -0.11 | 6.49 | 6.95 | 7.03 |
| Equity: ELSS | 59.53 | 8.71 | 13.32 | 12.35 | 13.99 |
Chirag Setalvad
The schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC Long Term Advantage Plan - Growth Plan | 13.68 | 0.116 | 6.35 | 0.955 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HDFC Long Term Advantage Plan - Growth Plan | 05-01-2001 | 66.27 | 11.25 | 9.76 | 14.31 | 12.36 |
| quant Tax Plan - Growth Option - Regular Plan | 01-04-2000 | 109.74 | 31.57 | 21.58 | 21.9 | 13.39 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 86.67 | 15.17 | 8.39 | 15.49 | 14.03 |
| Mirae Asset Tax Saver Fund-Regular Plan-Growth | 05-12-2015 | 71.59 | 18.83 | 15.62 | 20.53 | 0.0 |
| DSP Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 66.19 | 15.94 | 12.15 | 15.41 | 14.24 |
| Parag Parikh Tax Saver Fund- Regular Growth | 08-07-2019 | 66.04 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quantum Tax Saving Fund - Regular Plan Growth Option | 01-04-2017 | 65.81 | 7.83 | 7.84 | 0.0 | 0.0 |
| JM Tax Gain Fund (Regular) - Growth option | 31-03-2008 | 65.62 | 15.72 | 11.37 | 16.16 | 12.48 |
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 65.24 | 24.88 | 11.18 | 17.36 | 13.34 |
| Franklin India Taxshield-Growth | 05-04-1999 | 63.5 | 8.98 | 7.63 | 10.36 | 12.37 |