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: 1.03% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 35,458.5 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 30.6% | 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. |
1206.94
19.84 (1.6434%)
13.26%
Benchmark: 16.42%
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 | 13.67 |
| Sharpe Ratio | 0.4 |
| Alpha | 0.72 |
| Beta | 0.97 |
| 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 | 1.09 | 3.96 | 13.86 | 14.63 | 14.27 |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | 24-06-2021 | 11.41 | 4.33 | 16.13 | - | - |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 9.41 | 1.92 | 16.36 | - | - |
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option | 10-02-2012 | 6.04 | 4.03 | 12.9 | 11.3 | 11.51 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 5.0 | 6.11 | 16.56 | 17.2 | 15.21 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 4.91 | 6.73 | 15.35 | 13.14 | 13.19 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 4.82 | 4.59 | 14.84 | 12.2 | 10.87 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 4.55 | 6.27 | 16.25 | 13.94 | 13.12 |
| BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH | 20-08-2024 | 4.51 | - | - | - | - |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 4.39 | 6.84 | 12.46 | 12.43 | 12.52 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.53%
Large Cap
90.58%
Mid Cap
5.89%
