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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 26,848.85 Cr As on 30-06-2025(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.

344.393

11.93%

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 14.58
Sharpe Ratio 1.32
Alpha 1.38
Beta 0.99
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 3.26 23.77 24.44 28.06 14.31
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 13.87 32.61 32.12 29.64 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.76 32.46 28.41 25.5 15.6
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 7.47 21.55 18.91 24.02 11.96
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 6.86 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 6.84 25.56 24.55 28.47 15.84
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 6.47 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.92 20.71 22.14 25.44 14.81
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 5.43 23.63 23.56 25.26 15.59
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 5.03 25.71 24.92 27.47 13.88

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

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PORTFOLIO

Market Cap Distribution

Small Cap

14.56%

Others

2.56%

Large Cap

47.29%

Mid Cap

35.59%

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