HDFC Large and Mid Cap Fund - Growth Option

(Erstwhile HDFC Large Cap Fund - Regular Growth Plan)
Fund House: HDFC Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 18-02-1994
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.64% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 26,406.25 Cr As on 31-07-2025(Source:AMFI)
Turn over: 7.59% | Exit Load: In respect of each purchase/ switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment.

339.116

11.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 10 Months
11 Years 11 Months
12 Years 1 Months
23 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.0
Sharpe Ratio 1.07
Alpha 1.42
Beta 1.0
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 -0.84 19.77 20.94 25.06 14.3
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 11.81 31.44 26.37 24.27 15.82
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 5.15 - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 4.38 28.13 27.36 27.84 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 4.09 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 3.48 19.76 16.79 21.67 11.8
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 3.01 22.7 21.71 25.68 15.76
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 2.75 18.17 18.26 23.13 14.48
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 2.48 21.76 20.19 22.96 15.24
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 2.1 23.05 21.41 23.46 12.55

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.37%

Others

0.99%

Large Cap

48.73%

Mid Cap

34.91%

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