|Fund Type||Open Ended|
|Benchmark||S&P BSE SENSEX|
|Asset Size(Cr)||1,595 (As on Aug 31, 2018)|
|Fund Manager||Chirag Setalvad (11.2)|
|Notes||Earlier called HDFC Tax Plan 2000-name changed w.e.f 22-11-2004|
|Min SIP Investment||500|
|Min Addl Investment|
|Last Dividend||4.00 (Feb-05-2015)|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Motilal Oswal Long Term Equity Fund (G)||-6.53%||15.35%||%|
|HDFC Long Term Advantage Fund (G)||-2.58%||14.72%||16%|
|Aditya Birla Sun Life Tax Relief 96 (G)||-2.55%||13.43%||19.63%|
|L&T Tax Advantage Fund (G)||-5.26%||13.27%||16.43%|
|IDFC Tax Advantage (ELSS) Fund (G)||-6.43%||13.23%||16.89%|
|Period||Returns (%)||BSE 200 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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