IDFC Tax Advantage (ELSS) Fund Regular Growth-1.71%

4Groww
-14.75%
1 Year Return
Equity
ELSS
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Tax Advantage (ELSS) Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.02%
NAV55.59 (08 Jul 2019)
Fund Started25 Dec 2008
Fund Size1,902 Cr

Fund Overview

Quick overview of IDFC Tax Advantage (ELSS) Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Tax Advantage (ELSS) Fund Regular Growth
-14.8%
6.4%
8.6%
16.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -14.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd. Financial ServicesEquity5.5%
    Triparty RepoCurrent AssetsMoney Market4.8%
    HDFC Bank Ltd.Financial ServicesEquity4.4%
    Reliance Industries Ltd.EnergyEquity3.8%
    Infosys Ltd.ITEquity3.2%
    Future Retail Ltd.Consumer GoodsEquity3.1%
    State Bank of IndiaFinancial ServicesEquity2.7%
    RBL Bank Ltd.Financial ServicesEquity2.6%
    Axis Bank Ltd.Financial ServicesEquity2.0%
    ITC Ltd.Consumer GoodsEquity2.0%
    See All

    Fund Managers

    addDaylynn Gerard Paul Pinto
    Education
    Mr. Pinto is a B.Com (H) and PGDM.
    Experience
    Mr. Pinto has an experience spanning over 12 years in the mutual fund industry. Prior to joining IDFC AMC he was associated with UTI AMC (Jul 2006-Sep 2016) as fund manager.
    Funds Managed

    Other Details

    IDFC Tax Advantage (ELSS) Fund Regular Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 25 Dec 2008. Daylynn Pinto is the Current Fund Manager of IDFC Tax Advantage (ELSS) Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,902 Cr and the Latest NAV as of 08 Jul 2019 is ₹55.59.

    The IDFC Tax Advantage (ELSS) Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the scheme is to seek to generate long-term capital growth from a diversified portfolio of predominantly Equity and Equity related securities. There is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns. The investment policies shall be framed in accordance with SEBI (Mutual Funds) Regulations, 1996 and rules and guidelines for Equity Linked Savings Scheme (ELSS), 2005 (and modifications to them)

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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