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HDFC Long Term Advantage Plan - Growth Option - Direct Plan

HDFC · Equity Fund
High
₹625.38
Current NAV
14 Jan 2022
36.1%
1Y Return
20.7%
3Y CAGR
17.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.25%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.55).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.55
Sharpe Ratio
0.85
Beta
-2.95
Alpha
1.94
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹8600 Cr
Expense Ratio 0.25%
Min SIP ₹500
Min Lumpsum ₹1000
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