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)
SBI Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.21% | +4.43% | -1.65% | -4.05% | +2.35% | +22.04% | +19.65% | +15.39% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-2.77%
₹1.18 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)
+2.35%
Rank #7 of 13
Category average (1Y)
+4.76%
Quartile Q3
Beats 46% of elss (tax saver) funds on 1Y return.
Below category average
Returns of 2.4% trail the category average of 4.8% by 2.4%.
Poor risk-adjusted returns
Sharpe ratio of -0.32 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹5.12 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 2.4% · Risk (std dev) 12.8%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.32 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 19.0%.
Based on 1Y max drawdown of -14.3% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.95× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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