HDFC Long Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Long Duration funds is 34.52% .
The largest portfolio holding is 73% GOI MAT 190653 with a portfolio weight of 29.99% .
The fund currently owns more than 13 stocks.
The top 10 holdings account for 97.68% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 2.96% | 1.25% |
| 2 Year Return | 17.89% | 9.87% |
| 3 Year Return | N/A | 17.81% |
| 4 Year Return | N/A | 28.04% |
| 5 Year Return | N/A | 34.52% |
| 6 Year Return | N/A | 44.83% |
| 7 Year Return | N/A | 60.08% |
| Expense Ratio | 0.28% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
29.99%
|
||
| 2 |
20.11%
|
||
| 3 |
18.02%
|
||
| 4 |
11.09%
|
||
| 5 |
6.15%
|
||
| 6 |
4.71%
|
||
| 7 | Others - Not Mentioned |
2.60%
|
|
| 8 |
1.75%
|
||
| 9 | Others - Not Mentioned |
1.74%
|
|
| 10 |
1.52%
|
||
| 11 | Others - Not Mentioned |
1.16%
|
|
| 12 |
0.59%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC Long Term Fund - Direct Plan is managed by HDFC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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