HDFC Life Equity Advantage Fund

F0000124WV
NAV / 1-Day Return
Total Assets
7.3 Bil
Inception Date
Feb 04, 2019
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Multi-Cap
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
28.22
27.32
4.08
26.10
16.77
-0.91
Category
-0.44
3.33
26.89
-1.89
4.81
18.44
29.46
1.84
28.01
17.01
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
N/A
Quartile Rank
—
—
—
—
—
—
—
—
—
Quartile Rank is second
—
Percentile Rank
—
—
—
—
—
—
—
—
—
49
—
# of Invest. in Cat.
12
12
14
17
16
50
51
50
52
57
—
Category Name
—
—
—
—
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap
IN048 India Insurance Multi-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 96.39 0.00 96.39 94.43 100.00
Fixed Income 0.00 0.00 0.00 0.25 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 0.19 0.02 0.21 3.97 0.00
Other 3.42 0.00 3.42 1.65 0.00
Investment as of Mar 31, 2025 | Category: Multi-Cap as of Mar 31, 2025 | Index: Morningstar India GR INR as of Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Feb 04, 2019
Number of Managers
1
Longest Tenure
6.3 Years
Average Tenure
6.3 Years
Advisor(s)
HDFC Life Insurance Co Ltd

Management Team

Priyank Singhal
Feb 04, 2019 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
51 0
Bond Holding
0 0
Other Holding
3 1
Total Holding
54 1
Equity Holdings
51
Bond Holdings
0
Other Holdings
3
Total Holdings
54
% Assets in Top 10 Holdings
60
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Others
23.82 Mar 31, 2025 2,271,889,430
—
— — — — — — —
HDFC Bank Ltd
6.91 Feb 28, 2021 659,057,765
INR Indian Rupee
27.92 — — — Financial Services
Reliance Industries Ltd
5.63 May 31, 2020 536,974,706
INR Indian Rupee
-3.89 — — — Energy
ICICI Bank Ltd
5.58 Mar 31, 2023 532,205,836
INR Indian Rupee
24.91 20.08 — — Financial Services
Infosys Ltd
4.68 Feb 29, 2024 446,366,185
INR Indian Rupee
9.05 22.42 Narrow — Technology
Axis Bank Ltd
3.14 May 31, 2020 299,485,005
INR Indian Rupee
1.61 — — — Financial Services
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.98 Feb 28, 2023 284,224,622
INR Indian Rupee
— 50.64 — — — Communication Services
Larsen & Toubro Ltd
2.89 May 31, 2020 275,640,657
INR Indian Rupee
-6.27 — — — Industrials
ITC Ltd
2.48 Feb 29, 2024 236,535,927
INR Indian Rupee
9.89 — — — Consumer Defensive
Tata Consultancy Services Ltd
2.15 Aug 31, 2023 205,061,388
INR Indian Rupee
-6.36 25.19 Wide — Technology
Holdings as of Mar 31, 2025 | The top 54 largest holdings are available for display across Equity, Bond and Other.

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