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Asset Size:1992Cr
Expense Ratio:2.2%
Fund Manager(s):Daylynn Pinto,
5year Returns:16.68%

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IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth

Tax Savings | ELSS (Tax Savings)

Nav : 56.59 ( -0.56%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

16.68%

Investment Horizon

>3 Yr

Doubled Money

4yrs 6m

Returns since December 26th, 2008

18.31%

Amount Invested

57.2L

Projected Wealth Gained

1.4Cr

Projected Maturity Amount

1.9Cr

Tax Savings | ELSS (Tax Savings)

Nav : 56.59 ( -0.56%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Amount Invested

57.2L

Projected Wealth Gained

1.4Cr

Projected Maturity Amount

1.9Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

16.68%

Investment Horizon

>3 Yr

Doubled Money

4yrs 6m

Returns since December 26th, 2008

18.31%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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 can be no assurance that the investment objective of the scheme will be realised.

Basic Details
Fund House
IDFC
Launch Date
December 26th, 2008
Expense Ratio
2.2%
Fund Category Risk
High
Std Dev (1Yr)
17.954
Std Dev (3Yr)
14.019
Std Dev (5Yr)
15.282
Asset Size
1992Cr
Investment Details
Investment Plan
Growth
Return since Launch
18.31 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 66289999