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Fund Analysis

The young turk

IDFC Tax Advantage a young fund has fared well against its benchmark without being a superstar. It is also fairly conservative with cash calls as high as 18% in mid 2015

Last updated: 14-Nov-2022•Research Desk Follow Value Research Online on Google

A relatively recent entrant to the tax-planning category, this fund has beaten its benchmark in all years except the first one after launch. It has also earned a four-star rating for the last three years. The fund has a higher-than-category allocation to mid-cap stocks, which have made up anywhere between

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