HDFC Long Term Advantage Plan

ELSS Tax SaverEquity

NAV · Direct-Growth

₹625.39+0.30+0.05%

As of 14 Jan 2022 · AMFI

NAV growth+36.1%

Jan ’21Jan ’22

Arthkar verdictA balanced read

Consistency

Steady

positive in 6 of 8 years

Go deeper on HDFC Long Term Advantage Plan

Two data-only views, computed from this fund's real NAV history — no projections.

HDFC Long Term Advantage Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.HDFC Long Term Advantage Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

HDFC Long Term Advantage Plan is a ELSS Tax Saver scheme from HDFC. Worst historical drawdown: -40% in Mar 2020, recovered in 8 months. Mandatory 3-year lock-in. Wrong fit if you need access sooner.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF179K01WX8

NAV (Direct-Growth)

₹625.3850

Last 1Y

+36.07%

Jan 21Min ₹433.90 · Max ₹625.38 · 248 ptsJan 22

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-39.6%

Peak ₹397.09 on 14 Jan 2020 → trough ₹239.74 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 17 Nov 2020

Feb 2016

-19.2%

Peak ₹251.06 on 28 Jan 2015 → trough ₹202.96 on 25 Feb 2016 (13 months down).

Recovered in 4 months· 23 Jun 2016

Aug 2013

-14.5%

Peak ₹153.38 on 21 Jan 2013 → trough ₹131.19 on 28 Aug 2013 (7 months down).

Recovered in 2 months· 23 Oct 2013

Oct 2018

-14.4%

Peak ₹377.60 on 23 Jan 2018 → trough ₹323.31 on 26 Oct 2018 (9 months down).

Recovered in 5 months· 29 Mar 2019

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
——————
Sharpe ratio
Risk-adjusted return — higher is better.
——————
Sortino ratio
Like Sharpe but only counts downside volatility.
——————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in ELSS Tax Saver

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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