1. Advisorkhoj
  2. HDFC Large Cap Fund - Direct Growth Plan

HDFC Large Cap Fund - Direct Growth Plan

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.1% As on (30-06-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,312.43 Cr As on (31-07-2017)
Turn over: 11.31
NAV as on


CAGR Since Inception


Nifty 50 Index 13.84%

PERFORMANCE of HDFC Large Cap Fund - Direct Growth Plan

Scheme Performance (%)

Data as on - 22-03-2018

Yearly Performance (%)

Fund Managers

Mr. Rakesh Vyas, Mr. Vinay R Kulkarni

Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur. Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.

Investment Objective

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.

RETURNS CALCULATOR for HDFC Large Cap Fund - Direct Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HDFC Large Cap Fund - Direct Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Large Cap Fund - Direct Growth Plan 14.31 0.43 1.22 1.01 - -
Equity Funds Large Cap

PEER COMPARISION of HDFC Large Cap Fund - Direct Growth Plan

Data as on - 22-03-2018
Scheme Name Launch
Ret (%)
Ret (%)
Ret (%)
Ret (%)
Ret (%)

PORTFOLIO ANALYSIS of HDFC Large Cap Fund - Direct Growth Plan

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved