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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in ELSS category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category

Close Earlier called HDFC Tax Plan 2000-name changed w.e.f 22-11-2004.

Benchmark Index:

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Returns (NAV as on May-24-2013)

Period	Returns (%)	Rank #
1 mth	1.7	11
3 mth	1.3	19
6 mth	7.0	2
1 year	18.0	26
2 year	5.6	24
3 year	9.3	7
5 year	8.2	12

# Moneycontrol Rank within 52 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-3.3	-	-	-	-
2012	17.2	-2.0	7.6	3.3	28.5
2011	-6.8	0.4	-10.9	-7.0	-23.6
2010	2.0	5.2	16.2	0.8	27.6
2009	-5.3	50.8	18.8	6.7	85.6
2008	-25.9	-10.7	-0.3	-25.8	-52.6

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	1.7	1.3	7.0	18.0	5.6	9.3	8.2
Category avg	1.0	0.6	1.7	17.5	4.7	5.7	3.4
Difference of Fund returns and Category returns	0.7	0.7	5.3	0.5	0.9	3.6	4.8
Best of category	4.9	6.4	7.4	27.4	12.7	14.0	12.2
Worst of category	-1.4	-3.8	-12.8	-4.7	-13.7	-9.7	-8.9
Benchmark returns #	1.5	1.9	6.3	21.5	4.6	6.2	3.8
Difference of Fund returns and Benchmark returns	0.2	-0.6	0.7	-3.5	1.0	3.1	4.4

HDFC Long Term Advantage Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)

# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

To generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity-related instruments.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jan 02, 2001
Benchmark	S&P BSE SENSEX
Asset Size (Rs cr)	854.55 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Chirag Setalvad / Miten Lathia View performance of schemes managed by the Fund Manager
Notes	Earlier called HDFC Tax Plan 2000-name changed w.e.f 22-11-2004.

Load Details

Entry Load	N.A
Exit Load	0.00%
Load Comments	N.A.

Contact Details

Regd. Office	Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No.	66316333
Fax No.	91 22 22028862
Email	jmathews@hdfcindia.com
Website	http://www.hdfcfund.com/

Peer Comparison

ELSS	Crisil Rank	Assets (Rs.cr)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum Tax Gain (G)	Rank 3	4,578.79	2.0	3.4	18.7	7.0	5.2
HDFC Tax Saver (G)	Rank 4	3,490.65	-1.6	0.6	12.1	5.0	9.1
UTI Master Equity Plan (US)	Not Ranked	1,261.75	1.5	4.8	21.0	8.1	6.0
Reliance Tax Saver (ELSS) (G)	Rank 3	2,036.92	2.4	0.2	14.6	8.9	9.6
L&T Tax Advantage (G)	Rank 3	1,166.81	1.6	-0.6	16.9	7.7	9.3
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ICICI Bank	Banking/Finance	75.64	9.14
SBI	Banking/Finance	49.81	6.02
Infosys	Technology	48.96	5.92
ITC	Tobacco	46.04	5.57
TCS	Technology	41.35	5.00
Larsen	Engineering	40.83	4.94
Pidilite Ind	Chemicals	34.61	4.18
HDFC	Banking/Finance	33.90	4.10
Ipca Labs	Pharmaceuticals	31.51	3.81
ONGC	Oil & Gas	30.29	3.66

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector	%	1-Year HighLow
Banking/Finance	23.41	23.41	18.06
Engineering	11.51	14.12	8.13
Technology	10.92	14.38	10.82
Automotive	9.79	9.88	6.79
Oil & Gas	8.58	11.55	8.14
Pharmaceuticals	6.07	7.88	5.70