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IDFC Tax Advantage (ELSS) Fund

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit

EquityInception Date:26/12/2008Ask an Advisor

An Equity Linked Savings Scheme (ELSS), with a 3 year lock in, that enables investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961.

Min Investment 500
Min SIP Amount 500
Exit Load
Nil

Investors understand that their principal will be at Very High Risk.

This product is suitable for investors who are seeking* :

To create wealth over long term.
Investment predominantly in Equity and Equity related securities with income tax benefit u/s 80C and 3 years lock-in.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme is suitable for a minimum investment horizon of more than 3 years

Benchmark : S&P BSE 200 TRIAlternate Benchmark : Nifty 50 TRI

Annualised Returns(as on 30th Apr, 2021)77.38%1yr8.82%3yr15.80%5yr

*NAV 76.6600 as on 04/05/2021-0.94(-1.22%) Get NAV History

#IDCW: Income Distribution cum Capital Withdrawal Option

Performance
Portfolio
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Details

Value of 10,000 invested in IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth

Annualized Returns

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

Value:17,738.1

Return:77.38%

S&P BSE 200 TRI #

Value:15,217.82

Return:52.18%

Nifty 50 TRI ##

Value:14,989.1

Return:49.89%

Scheme Names	CAGR Returns (%)				Current value of Investment of 10,000
	1 year	3 year	5 year	26/12/2008 Since inception	1 year	3 year	5 year	26/12/2008 Since inception
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth	77.38	8.82	15.80	18.03	17,738.1	12,889.72	20,837.14	77,480
S&P BSE 200 TRI #	52.18	11.04	14.83	16.51	15,217.82	13,695.06	19,980.99	65,982.53
Nifty 50 TRI ##	49.89	12.22	14.70	15.50	14,989.1	14,134.81	19,869.04	59,280.16
# Scheme Benchmark \| ## Scheme Alternate Benchmark

This fund is managed by Daylynn Pinto (w.e.f 20/10/2016)

*NAV as on 04/05/2021, performance of IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth as on 30/04/2021.

View fund performance of other funds managed by Daylynn Pinto

Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Taxation:

For taxation, please refer the link : https://bit.ly/3wARyM9

^#IDCW: Income Distribution cum Capital Withdrawal Option

Record Date	/ Unit	NAV
No Data Available!

Schemes	Return in 5 yrs
IDFC Sterling Value Fund Formerly Known as IDFC Sterling Equity Fund Very High	Returns 14.93%
IDFC Core Equity Fund Formerly Known as IDFC Classic Equity Fund Very High	Returns 13.55%
IDFC Focused Equity Fund Very High	Returns 12.66%

Schemes

Return in 5 yrs

IDFC Sterling Value Fund

Formerly Known as IDFC Sterling Equity Fund

Very High

Returns

14.93%

IDFC Core Equity Fund

Formerly Known as IDFC Classic Equity Fund

Very High

Returns

13.55%

IDFC Focused Equity Fund

Very High

Returns

12.66%

More about IDFC Tax Advantage (ELSS) Fund