Aeterna Wealth
Long Term · Regular plan · Growth

HDFC Long Term Fund (Regular)

HDFC Mutual Fund · benchmark: the median Long Term fund · 3.8 years old · AMFI code 151314

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 5 of 7 in Long Term

B (middle of the peer group), score 40.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%2.0%+0.1%3 / 11
1 year2.2%2.5%-0.4%5 / 11
3 years (a year)5.8%6.0%-0.2%5 / 7
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y5.7%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HDFC Long Term Fund (Regular plan)?

₹12.41 on 6 Nov 2026 (Growth option).

What is the expense ratio of HDFC Long Term Fund (Regular)?

0.62% a year; the Direct plan's is 0.28%.

What return has HDFC Long Term Fund given over 3 years?

5.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.0% for the median Long Term fund.

How is HDFC Long Term Fund rated?

B: 5 of 7 Regular plans in Long Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.