elssVery high risk

HDFC Long Term Advantage Plan - IDCW Plan

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From HDFC Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹51.722

▲ 0.05% today

As of 14 Jan 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.23 L

▲ ₹23.5k gain · 23.5% / year

Invested 3 years ago

₹1.26 L

▲ ₹26.2k gain · 8.1% / year

Invested 5 years ago

₹1.31 L

▲ ₹31.0k gain · 5.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

23.5%

The value swings roughly 24% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-70.73%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year23.48%

CAGR — 3 years8.07%

CAGR — 5 years5.56%

CAGR — since launch1.09%

Volatility — 1 year (annualised)19.22%

Volatility — 3 years (annualised)23.54%

Max drawdown — 1 year-16.22%

Max drawdown — 3 years-49.09%

Sharpe ratio — 1 year (rf=6%)0.81

Sharpe ratio — 3 years (rf=6%)0.08

Fund info

Fund house: HDFC Mutual Fund
Category: Equity Scheme - ELSS
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100997
First price on record: 3 Apr 2006 · 3,887 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.