1Y returns
+36.10%
3Y CAGR
+21.20%
5Y CAGR
+18.00%
Std deviation 3Y
—
In plain English
HDFC Long Term Advantage Plan is a ELSS Tax Saver scheme from HDFC. Long-run track record: about 18.0% CAGR over 5 years. Worst historical drawdown: -40% in Mar 2020, recovered in 8 months. Mandatory 3-year lock-in. Wrong fit if you need access sooner.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
NAV (Direct-Growth)
₹625.3850
Last 1Y
+36.07%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2020
-39.6%Peak ₹397.09 on 14 Jan 2020 → trough ₹239.74 on 23 Mar 2020 (2 months down).
Feb 2016
-19.2%Peak ₹251.06 on 28 Jan 2015 → trough ₹202.96 on 25 Feb 2016 (13 months down).
Aug 2013
-14.5%Peak ₹153.38 on 21 Jan 2013 → trough ₹131.19 on 28 Aug 2013 (7 months down).
Oct 2018
-14.4%Peak ₹377.60 on 23 Jan 2018 → trough ₹323.31 on 26 Oct 2018 (9 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
- ——————
Standard deviation
Volatility — lower means steadier returns.
- ——————
Sharpe ratio
Risk-adjusted return — higher is better.
- ——————
Sortino ratio
Like Sharpe but only counts downside volatility.
- ——————
Beta
1 = moves with the market. <1 = less volatile.
Peers in ELSS Tax Saver
Other schemes in the same SEBI category, ranked by AUM.
- ₹31.0K Cr+1.90%+14.40%0.87%
Axis ELSS Tax Saver Fund
Axis
- ₹31.0K Cr-1.72%+11.18%0.87%
Axis ELSS Tax Saver Fund
Axis
- ₹31.0K Cr+4.64%+22.16%0.93%
SBI ELSS Tax Saver Fund
SBI
- ₹31.0K Cr-1.05%+18.36%0.93%
SBI ELSS Tax Saver Fund
SBI
- ₹25.4K Cr+7.51%+17.00%0.56%
Mirae Asset ELSS Tax Saver Fund
Mirae Asset
- ₹25.4K Cr+2.55%+15.15%0.56%
Mirae Asset ELSS Tax Saver Fund
Mirae Asset
- ₹16.2K Cr+3.37%+19.74%0.61%
DSP ELSS Tax Saver Fund
DSP
- ₹16.2K Cr-1.05%+16.74%0.61%
DSP ELSS Tax Saver Fund
DSP
Available plans & options
- DirectGrowthHDFC Long Term Advantage Plan - Growth Option - Direct PlanINF179K01WX8
- DirectIDCW ReinvestmentHDFC Long Term Advantage Plan - IDCW Option - Direct PlanINF179K01WV2
- RegularGrowthHDFC Long Term Advantage Plan - Growth PlanINF179K01996
- RegularIDCW ReinvestmentHDFC Long Term Advantage Plan - IDCW PlanINF179K01970
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