HDFC Long Term Advantage Plan - Growth Plan
₹595.1680
₹0.28 (+0.05%)
NAV as of 14 Jan 2022
Today's NAV — all variants
Regular · Growth
Discontinued / Inactive
⚠ 14 Jan 2022
AMFI: 100998
Direct · Growth
Discontinued / Inactive
⚠ 14 Jan 2022
AMFI: 118929
Regular · IDCW
Discontinued / Inactive
⚠ 14 Jan 2022
AMFI: 100997
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,26,000
Invested
₹13,95,111
Value today
15.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹59,517
Value today
21.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,60,000
Withdrawn
₹4,55,65,692
Corpus left
+₹4,58,25,692 net gain — withdrew ₹12,60,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹1,22,85,877
Value today
+200.5%
vs lumpsum
STP beat direct lumpsum by 200.5% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in ELSS Tax Saver by 5Y CAGR
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH
HDFC ELSS Tax saver - Growth Plan
₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,58,773
Value today
2.6×
Multiple
Staying invested through that crash turned ₹1L into ₹2,58,773 — a 2.6× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹61,206
Regular plan
₹60,240
Direct earns ₹966 more on a ₹60K investment — 0.16% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised2.20
Sharpe Ratio
+0.33
Alpha
0.51
Beta
1.98
Sortino
16.12%
Std Dev
-8.85%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HDFC Long Term Advantage Plan - Growth Plan is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
HDFC Long Term Advantage Plan - Growth Plan is a ELSS Tax Saver mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 25 years. It benchmarks its performance against NIFTY 500 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations