HDFC Large Cap Fund - Growth Option - Regular Plan
(Erstwhile HDFC Top 200 Fund - Growth Option)
Fund House: HDFC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-10-1996 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.61% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 37,720.12 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 15.09% | 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. |
1116.999
-8.93 (-0.7996%)
17.86%
Benchmark: 17.13%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
2 Years 9 Months
7 Years 3 Months
8 Years 2 Months
9 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide long-term capital appreciation/income by investing predominantly in Large-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.04 |
| Sharpe Ratio | 0.91 |
| Alpha | 2.55 |
| Beta | 0.92 |
| 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 Cap Fund - Growth Option - Regular Plan | 01-10-1996 | 3.13 | 18.09 | 19.88 | 23.16 | 13.17 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.85 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 11.33 | 22.72 | 22.82 | 21.39 | 12.06 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 7.47 | 18.54 | 19.03 | 20.5 | 14.03 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.28 | 15.6 | 16.1 | 19.88 | 13.6 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 7.11 | 20.42 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.98 | 17.82 | 16.96 | 20.12 | 11.32 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 6.77 | 20.57 | 20.77 | 21.54 | 12.96 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 6.77 | 21.91 | 21.54 | 23.96 | 14.48 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 6.23 | 18.56 | 19.33 | 22.15 | 12.74 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.27%
Large Cap
91.21%
Mid Cap
5.52%
