HDFC Mutual Fund
HDFC Long Term Advantage Plan Option6.8Q1★
- NAV
- ₹625.39
- Expense
- —
- AUM
- —
- 1Y
- +36.1%
- 3Y
- +20.7%
- 5Y
- +18.0%
#1 of 13
Min SIP: ₹500Ideal: 5+ years (3-year lock-in mandatory)
Axis Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.84% | +4.33% | -0.59% | -5.88% | -0.45% | +14.36% | +9.93% | +12.93% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-4.35%
₹1.17 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
-0.45%
Rank #9 of 13
Category average (1Y)
+4.76%
Quartile Q3
Beats 31% of elss (tax saver) funds on 1Y return.
Significantly underperforming category
Returned -0.5% vs category average of 4.8% (1Y) — underperforming by 5.2%.
Poor risk-adjusted returns
Sharpe ratio of -0.51 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
This fund has returned -0.5% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
Estimated corpus
₹3.90 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -0.5% · Risk (std dev) 13.7%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.51 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
HDFC Mutual Fund
HDFC Long Term Advantage Plan Optionquant Mutual Fund
quant ELSS Tax Saver Fund Option💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Equity fund with 3-year lock-in. Section 80C deduction up to ₹1.5 lakh.
This is an ELSS Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
💰 Section 80C benefit
Save up to ₹46,800 in taxes (₹1.5L × 31.2% slab) under Section 80C.
Section 80C deduction up to ₹1.5L/year. After the 3-year lock-in, gains above ₹1.25L are taxed at 12.5%.
If the broader market falls 20%, this fund is expected to fall about 19.1%.
Based on 1Y max drawdown of -14.3% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.96× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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