MF
MFGenie.ai
ELSS Tax Saverregularidcw

HDFC Long Term Advantage Plan - IDCW Plan

HDFC Mutual Fund

₹51.7220

0.02 (+0.05%)

NAV as of 14 Jan 2022

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+3.12%
1 Month+5.00%
3 Months+1.16%
6 Months+14.46%
1 Year+23.46%
3 Years (CAGR)+7.65%
5 Years (CAGR)+5.56%
10 Years (CAGR)+5.11%
Since Inception (Apr 2006)+1.09%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+31.09%
3 Year SIP+20.95%
5 Year SIP+10.70%
Since Inception (Apr 2006)+4.31%

Fund Details

Fund HouseHDFC Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100997

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

HDFC Long Term Advantage Plan - IDCW 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 - IDCW Plan is a ELSS Tax Saver mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 20 years.

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