HDFC Large Cap Fund - Growth Option - Direct Plan
(Erstwhile HDFC Top 200 Fund -Direct Plan - Growth Option)
Fund House: HDFC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.01% 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. |
1229.718
1.15 (0.0931%)
14.46%
Benchmark: 17.19%
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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 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 | 0.96 |
| Alpha | 3.16 |
| 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 - Direct Plan | 01-01-2013 | 6.49 | 20.26 | 20.21 | 24.49 | 14.13 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 22.42 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 13.37 | 23.88 | 22.36 | 21.99 | 12.23 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 10.48 | 22.14 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 10.39 | 19.96 | 18.7 | 21.1 | 14.26 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.1 | 17.14 | 15.85 | 20.56 | 13.83 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 10.05 | 22.19 | 20.29 | 22.18 | 13.17 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 9.61 | 19.19 | 16.62 | 20.73 | 11.54 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 9.16 | 23.32 | 21.22 | 24.52 | 14.67 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 9.13 | 20.19 | 19.03 | 22.79 | 12.98 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.3%
Large Cap
90.92%
Mid Cap
5.78%
