Essel Long Term Advantage Fund - G

Scheme Objective

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments. Specified Investors in the Scheme are entitled to deductions of the amount invested in Units of the Scheme, subject to a maximum of ` 1,50,000/- under and in terms of Section 80 C (2) (xiii) of the Income Tax Act, 1961. Investment in this scheme would be subject to statutory lock-in period of 3 years from the date of allotment to be eligible for income tax benefit under section 80 C. There can be no assurance that the investment objective under the Scheme will be realized.

Essel Long Term Advantage Fund is a Equity - ELSS fund launched on 30 Dec 15. It is a fund with Moderately High risk and has given a CAGR return of 12.4% since its launch.  Return for 2023 was 24.1% , 2022 was -2% and 2021 was 29.4% .

Below is the key information for Essel Long Term Advantage Fund

NAV Price Chart

Growth of 10k Over Years

Date	Value
30 Apr 19	₹10,000
30 Apr 20	₹8,144
30 Apr 21	₹11,787
30 Apr 22	₹13,690
30 Apr 23	₹14,150
30 Apr 24	₹18,250

Asset Allocation

Asset Class	Value
Cash	1.65%
Equity	98.35%

Sector Allocation

Sector	Value
Financial Services	25.72%
Technology	16.63%
Industrials	12.05%
Health Care	11.99%
Consumer Cyclical	9.09%
Consumer Defensive	9%
Basic Materials	5.79%
Energy	4.57%
Communication Services	3.51%

Top Securities Holdings / Portfolio

Holdings/Securities

Fund Managers

All Plan & Options