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IDFC Tax Advantage (ELSS) Direct Plan-Growth IDFC Tax Advantage (ELSS) Direct Plan-Growth IDFC Tax Advantage (ELSS) Direct Plan-Growth IDFC Tax Advantage (ELSS) Direct Plan-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 1000 1 rating rating rating rating rating IDFC Tax Advantage (ELSS) Direct Plan-Growth 2 5

PB Recommended Equity ELSS

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

-1.14%

3 Yrs CAGR returns

0.99%

5 Yrs CAGR returns

7.95%

NAV as on 25 Sep

₹ 57.11 by 1.34 ( 2.40%)

Expense ratio

1.01

Lock-in period

19.29%

Fund Size (Cr)

₹ 2062.88


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to build a diversified portfolio comprising of stocks of companies with strong fundamentals that are available at reasonable valuations. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 20.38
Automobile 11.01
Technology 10.07
Health Care 10.07
FMCG 8.96
Energy 6.91
Construction 6.58
Metals 4.17
Communication 3.95
Chemicals 3.87
Top 10 Sectors %
Banking 6.96
Crude Oil & Natural Gas 5.18
Computer Software 5.04
Banking 4.04
Telecom.Services 3.95
Organic Chemicals 3.09
Power Projects 2.62
Drugs & Pharma 2.48
Sponge Iron 2.41
Tobacco Prod. 2.33
Fund house details
Fund House IDFC Mutual Fund
Fund Manager Daylynn Gerard Paul Pinto
Fund Setup Date 01 Jan 2013
Address 2nd Floor - Raman House, H.T. Parekh Marg - 169, Backbay Reclamation, Opp. Aakash Wani,
Contact 022-24398777 / 24399999 / 66289999
Email ID investormf@idfc.com