HDFC Long Term Advantage Plan Direct Growth

Scheme code: INF179K01WX8 NAV value: ₹ 625.3850 NAV date: 14 January, 2022
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year16.71109.1757.3128.39
3 year-7.4724.5710.6919.8
5 year-0.8823.1814.0615.18
7 year6.9817.8613.8314.39

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4357.31
3 year 6.2833.3215.5710.69
5 year 0.7426.0212.9114.06
7 year 3.3315.6211.6413.83
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.957.31
3 year 6.5632.1215.6610.69
5 year 126.212.7514.06
7 year 3.815.4211.8413.83
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6757.31
3 year 7.6833.371710.69
5 year 0.7127.6313.1514.06
7 year 3.7616.0112.0413.83
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7957.31
3 year 8.0434.4617.9810.69
5 year 0.6928.6413.5314.06
7 year 3.9716.4212.3513.83
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 57.31% - Median return: 58.94% - Average standard deviation: 10.38

Rolling return for 3 year

- Average return: 10.69% - Median return: 11.52% - Average standard deviation: 1.67

Rolling return for 5 year

- Average return: 14.06% - Median return: 15.62% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 13.83% - Median return: 14.19% - Average standard deviation: 0.86

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00014,83,7552,83,75523.65
3 year36,00,00043,01,7867,01,7866.12
5 year60,00,00082,43,47522,43,4756.56
7 year84,00,0001,30,35,23046,35,2306.48

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8323.65
3 year 7.356.12
5 year 7.286.56
7 year 6.366.48
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7923.65
3 year 7.516.12
5 year 7.256.56
7 year 6.386.48
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2623.65
3 year 8.256.12
5 year 7.646.56
7 year 6.586.48
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.4723.65
3 year 8.746.12
5 year 7.976.56
7 year 6.786.48

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹14,83,755 - Absolute Returns: ₹2,83,755 - CAGR: 23.65%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,01,786 - Absolute Returns: ₹7,01,786 - CAGR: 6.12%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,43,475 - Absolute Returns: ₹22,43,475 - CAGR: 6.56%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,30,35,230 - Absolute Returns: ₹46,35,230 - CAGR: 6.48%