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 -4.5637.5315.5157.31
3 year 6.2833.3215.7910.69
5 year 3.5426.0213.514.06
7 year 3.3315.6211.7113.83
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0657.31
3 year 9.0858.729.3110.69
5 year 3.674818.0414.06
7 year 3.831.0314.1413.83
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7657.31
3 year 7.6833.3717.0910.69
5 year 2.3527.6313.5114.06
7 year 3.7616.0112.0713.83
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6857.31
3 year 8.0434.4618.2610.69
5 year 3.3728.6414.2114.06
7 year 3.9716.4212.4113.83
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

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 4.923.65
3 year 7.36.12
5 year 7.486.56
7 year 6.396.48
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0223.65
3 year 20.646.12
5 year 136.56
7 year 9.486.48
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3523.65
3 year 8.226.12
5 year 7.776.56
7 year 6.66.48
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.5823.65
3 year 8.716.12
5 year 8.226.56
7 year 6.826.48

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%