HDFC Long Term Advantage Plan Direct Growth

Scheme code: INF179K01WX8 NAV value: ₹ 625.3850 NAV date: 14 January, 2022 TER: 1.83%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-35.40	99.38	13.38	19.59	12.77
3 year	-6.65	26.73	14.39	13.55	16.85
5 year	-0.02	23.15	15.91	14.05	15.91
7 year	7.67	17.55	14.29	13.90	14.19

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.59
3 year	6.28	30.95	15.04	13.55
5 year	8.38	26.02	14.22	14.05
7 year	10.18	15.62	12.93	13.9
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.59
3 year	6.56	19.64	13.57	13.55
5 year	9.22	12.29	10.75	14.05

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.59
3 year	7.68	21.49	15.06	13.55
5 year	10.37	13.5	11.93	14.05

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.59
3 year	8.04	32.03	17.81	13.55
5 year	8.18	28.64	15.34	14.05
7 year	10.64	16.42	13.77	13.9
10 year	12.56	14.06	13.31

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,00,859 - Absolute Returns: ₹1,00,859 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,98,547 - Absolute Returns: ₹7,98,547 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,30,467 - Absolute Returns: ₹22,30,467 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,31,86,062 - Absolute Returns: ₹47,86,062 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.63 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.80 %

Calmar Ratio by Duration

1 Y

0.4944

3 Y

0.3419

5 Y

0.3546

7 Y

0.3508

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.99	1.00	103.2	93.3	36.07 %	25.08 %
3 years	2.44	0.95	95.7	93.4	21.20 %	19.35 %
5 years	1.68	0.95	95.2	93.1	17.93 %	16.76 %
7 years	2.79	0.95	96.1	92.2	16.06 %	13.64 %
10 years	1.78	0.95	96.1	92.2	10.99 %	9.36 %
12 years	1.40	0.95	96.1	92.2	9.08 %	7.74 %
15 years	1.03	0.95	96.1	92.2	7.20 %	6.15 %