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HDFC Long Term Advantage Plan - Growth Plan

Category: Equity: ELSS
Launch Date: 05-01-2001
Asset Class: Equity
Benchmark: S&P BSE SENSEX TRI
Expense Ratio: 2.2% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,276.45 Cr As on (31-03-2021)
Turn over: 1.03
NAV as on Fri May 07 00:00:00 IST 2021

462.491

4.33 (0.9354%)

CAGR Since Inception

20.73%

S&P BSE SENSEX TRI 7.02%

PERFORMANCE of HDFC Long Term Advantage Plan - Growth Plan

Scheme Performance (%) Data as on - 07-05-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Long Term Advantage Plan - Growth Plan 66.55 10.57 15.0 12.94 20.73
S&P BSE SENSEX TRI 5.52 -0.62 6.87 7.46 7.02
Equity: ELSS 62.44 9.36 13.95 13.03 14.22

Yearly Performance (%)

Fund Managers

Chirag Setalvad

Investment Objective

The schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments.

RETURNS CALCULATOR for HDFC Long Term Advantage Plan - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Long Term Advantage Plan - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Long Term Advantage Plan - Growth Plan 13.68 0.116 6.35 0.955 - -
Equity: ELSS - - - - - -

PEER COMPARISION of HDFC Long Term Advantage Plan - Growth Plan

Period
Data as on - 07-05-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 66.55 13.83 10.57 15.0 12.94
quant Tax Plan - Growth Option - Regular Plan 01-04-2000 126.7 41.07 25.67 23.27 14.92
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 89.66 19.62 9.75 16.29 15.1
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 76.36 22.78 16.09 21.32 0.0
Franklin India Taxshield-Growth 05-04-1999 72.04 12.74 8.43 11.45 13.2
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 71.77 18.49 11.74 16.52 13.39
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 70.49 0.0 0.0 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 69.89 19.66 13.39 16.44 15.07
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 69.21 29.55 12.23 18.35 14.24
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 68.79 8.05 2.3 8.26 11.74

PORTFOLIO ANALYSIS of HDFC Long Term Advantage Plan - Growth Plan

Asset Allocation (%)