- Mutual Funds
- HDFC Mutual Fund
- HDFC Large and Mid Cap Fund Direct Growth
HDFC Large and Mid Cap Fund Direct Plan Growth
₹ 308.93
NAV (Apr 09)
29.019%
5 Year CAGR
Scripbox Opinion
HDFC Large and Mid Cap Fund Direct (G) is recommended for investment within large & mid cap mutual funds.
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Large and Mid Cap Funds
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Scheme Information
Investment Objective
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Expense Ratio | 0.96 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 23380 |
ISIN | INF179KA1RQ7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.9 |
Beta | 1 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
4.79%ICICI Bank Ltd.
3.2%Indusind Bank Ltd.
2.33%Others
2.23%Infosys Ltd.
1.89%See all holdings
Allocation by Sector
Financial
30.41%Healthcare
12.62%Technology
9.16%Automobile
8.73%Services
8.01%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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