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HDFC Long Term Advantage Plan - Growth Option - Direct Plan (defunct)

HDFC Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
1.5%
Score
51
Rank (Score, pool)
#77 of 245
Percentile (full, pool)
50
IR vs benchmark
—
CAGR (absolute)
32.2%
Max drawdown
-31.1%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

201920202021-6-30Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202189243398Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

201320142015201620172018201920202021-31-160Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*1.0%0.4%0.22555.8%22.2%23.3%9
FY23———————0
FY24———————0
FY25———————0
FY26———————0
FY27*———————0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-1.7+0.8+0.2-0.6
2020-0.7+0.1-2.4+0.5-1.1+0.1-0.1+1.3-2.1-0.4+1.2+0.3-3.5
2021+1.2+3.2-1.4-0.9+2.6-1.1+1.9-1.7-0.9+2.2+0.1-1.2+3.9
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-5.3+0.2+1.6+2.7-4.0-1.4-5.2+5.0+12.0+0.6+3.1+8.3
2014-2.3+4.2+7.4+1.6+9.2+8.1+1.5+4.5+0.7+2.9+4.1-3.0+45.4
2015+3.5-0.1-1.8-2.1+1.0+0.2+3.2-6.4-1.3+2.2+0.6-0.4-1.9
2016-5.4-7.4+13.0+2.8+4.0+1.9+4.6+3.7-0.0+2.8-5.2-0.2+13.8
2017+4.4+4.3+4.5+1.9+2.7-0.7+7.1-2.5-2.1+7.4+1.7+3.9+37.1
2018+2.1-5.1-3.8+4.7-2.0-2.2+6.9+2.2-6.6-3.3+4.9-0.1-3.3
2019-0.5-0.8+8.8-0.4+2.3-0.9-5.3-2.4+5.1+2.1+2.1+0.8+10.7
2020-0.9-6.1-26.0+14.5-3.3+8.3+6.6+4.9-2.4+2.2+13.0+7.7+12.0
2021-0.7+11.0-0.3-0.5+9.6+0.9+3.4+4.8+2.5+2.5-2.8+1.2+35.4

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120221948951,597AUM (quarter avg), ₹cr
-533315
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.