elssVery high risk

HDFC Long Term Advantage Plan - Growth 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

₹595.168

▲ 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

₹1.36 L

▲ ₹35.5k gain · 35.5% / year

Invested 3 years ago

₹1.76 L

▲ ₹75.5k gain · 20.6% / year

Invested 5 years ago

₹2.23 L

▲ ₹1.23 L gain · 17.4% / 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

21.6%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-60.93%

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 year35.53%

CAGR — 3 years20.63%

CAGR — 5 years17.38%

CAGR — since launch12.93%

Volatility — 1 year (annualised)16.42%

Volatility — 3 years (annualised)21.57%

Max drawdown — 1 year-8.85%

Max drawdown — 3 years-39.68%

Sharpe ratio — 1 year (rf=6%)1.52

Sharpe ratio — 3 years (rf=6%)0.61

Fund info

Fund house: HDFC Mutual Fund
Category: Equity Scheme - ELSS
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100998
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.