HDFC Long Term Advantage Plan - Growth Option - Direct 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 1 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 76 other funds in Equity Scheme - ELSS
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of HDFC Long Term Advantage Plan - Growth Option - Direct Plan against other elss funds.
Technical details (for the pros)
Fund info
- Fund house
- HDFC Mutual Fund
- Category
- Equity Scheme - ELSS
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 118929
- First price on record
- 1 Jan 2013 · 2,225 daily prices
About HDFC Long Term Advantage Plan - Growth Option - Direct Plan
HDFC Long Term Advantage Plan - Growth Option - Direct Plan is a Equity Scheme - ELSS offered by HDFC Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the elss category — An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
The current NAV of HDFC Long Term Advantage Plan - Growth Option - Direct Plan is ₹625.3850 (as of 14 Jan 2022). Historically, it has delivered 36.07% over the last year, 21.19% CAGR over 3 years, 18.02% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 21.6% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 39.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of HDFC Long Term Advantage Plan - Growth Option - Direct Plan?+
The latest NAV of HDFC Long Term Advantage Plan - Growth Option - Direct Plan is ₹625.3850 as of 14 Jan 2022, up 0.05% from the previous day. NAV is updated once a business day after the market close.
What are the returns of HDFC Long Term Advantage Plan - Growth Option - Direct Plan?+
HDFC Long Term Advantage Plan - Growth Option - Direct Plan has delivered 1-year return 36.07%, 3-year CAGR 21.19%, 5-year CAGR 18.02%, since-inception CAGR 17.28%. Returns are historical and don't predict future performance — markets move in cycles.
What category does HDFC Long Term Advantage Plan - Growth Option - Direct Plan belong to?+
HDFC Long Term Advantage Plan - Growth Option - Direct Plan is categorised as Equity Scheme - ELSS. An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
How risky is HDFC Long Term Advantage Plan - Growth Option - Direct Plan?+
Based on its 3-year annualised volatility of 21.6%, HDFC Long Term Advantage Plan - Growth Option - Direct Plan sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
What is the lock-in period for HDFC Long Term Advantage Plan - Growth Option - Direct Plan?+
HDFC Long Term Advantage Plan - Growth Option - Direct Plan is an ELSS (Equity Linked Savings Scheme) with a 3-year lock-in on each individual investment. Every SIP installment is locked separately for 3 years from its purchase date — the January 2024 units unlock in January 2027, February 2024 units in February 2027, and so on.
Is HDFC Long Term Advantage Plan - Growth Option - Direct Plan a direct plan?+
HDFC Long Term Advantage Plan - Growth Option - Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is HDFC Long Term Advantage Plan - Growth Option - Direct Plan?+
HDFC Long Term Advantage Plan - Growth Option - Direct Plan has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 2,225 daily NAV observations.
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.