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IDFC Tax Advantage (ELSS) Fund-Growth

Ranked 84 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Daylynn Pinto

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. Asset Allocation: - Equities & Equity Related securities: 80 - 100%, Debt & Money Market instruments: 0 - 20%, Securitised debt instruments: 0 - 20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% -0.5%
2017 53.4% 18.5% 8.1% 6.5% 12.5%
2016 0.4% -6.7% 8.6% 6.0% -6.5%
2015 6.9% 10.9% 0.8% -6.5% 2.3%
2014 42.2% 2.2% 19.0% 9.6% 6.8%
2013 15.0% -4.9% -0.1% 2.9% 17.7%
2012 36.2% 15.0% 0.2% 10.8% 6.6%
2011 -23.3% -5.9% -2.6% -6.9% -10.3%
2010 24.0% 5.5% 2.2% 14.9% 0.1%
2009 70.8% 2.8% 31.5% 21.2% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date29/12/2008
  • Share Class size16,347Mn
  • Base currencyINR
  • ISIN INF194K01292

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).