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EquityELSSDirect · Growth

HDFC Long Term Advantage Plan - Growth Option - Direct Plan

HDFC · Scheme 118929

625.39 0.05%NAV · 2026-08-05
66
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
21.2%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+5.02%
3 Months+1.26%
6 Months+14.70%
1 Year+36.07%
3 Years (CAGR)+21.20%
5 Years (CAGR)+18.02%
10 Years (CAGR)
Since Launch+17.28%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency58
Risk-adjusted39
Downside protection36
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +21.2%
  • 3Y CAGR vs category: +7.8% vs category avg
  • Positive 3Y windows: 96% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.2%
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 39% of windows
  • Sharpe ratio: 0.68
  • Sortino ratio: 0.82

Risk metrics

Sharpe ratio
0.68
Sortino ratio
0.82
Volatility
16.55%
Max drawdown
-39.63%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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