HDFC Large and Mid Cap Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
1 %
Expense Ratio
Rating
11,197
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 23.9% | 31.6% | 17.7% | 13.3% | ||||
| Category Average | 17.5% | 27.6% | 16.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.17
Alpha
4.48
SD
1.01
Beta
1.82
Sharpe
Exit Load
| Exit Load | If redeemed on or before the expiry of 1 years from the date of allotment - 1%. If redeemed after the expiry of 1 years from the date allotment - Nil. |
|---|
Fund Objective
To provide long-term capital appreciation by investing predominantly in large cap companies.
Fund Managers
Gopal Agrawal - Fund Manager
Mr Gopal has worked with several fund houses before joining HDFC. He joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager. Before that, he has over 20 years of experience at Tata Mutual Fund, Mirae Asset Mutual Fund and SBI Mutual Fund, managing some of its marquee funds. He has extensive experience in sectors such as Petrochemicals, Capital Goods, Power, Oil & Gas, and more. Mr Agarwal manages 9 HDFC schemes with an AUM of ₹17,987 Cr.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Large & Mid Cap .
-
- 9,364
-
20.2%Fund Size - 9,364
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31.1%Fund Size - 9,364
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17.2%Fund Size - 9,364
-
- Equity .
- Large & Mid Cap .
-
- 14,682
-
20.1%Fund Size - 14,682
-
29.1%Fund Size - 14,682
-
17.3%Fund Size - 14,682
-
- Equity .
- Large & Mid Cap .
-
- 1,925
-
21.5%Fund Size - 1,925
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28.6%Fund Size - 1,925
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15.1%Fund Size - 1,925
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- Equity .
- Large & Mid Cap .
-
- 2,846
-
23.8%Fund Size - 2,846
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27.5%Fund Size - 2,846
-
15.7%Fund Size - 2,846
-
- Equity .
- Large & Mid Cap .
-
- 15,013
-
19.4%Fund Size - 15,013
-
26%Fund Size - 15,013
-
18%Fund Size - 15,013
AMC Contact Details
HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Large and Mid Cap Fund – Direct Growth ?
You can invest in HDFC Large and Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Large and Mid Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Large and Mid Cap Fund – Direct Growth ?
The NAV of HDFC Large and Mid Cap Fund – Direct Growth is ₹252 as of 21 September 2023.
How to redeem HDFC Large and Mid Cap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Large and Mid Cap Fund – Direct Growth?
The minimum SIP amount of HDFC Large and Mid Cap Fund – Direct Growth is ₹100
What are the top sectors HDFC Large and Mid Cap Fund – Direct Growth has invested in?
The top sectors HDFC Large and Mid Cap Fund – Direct Growth has invested in are
- Banks - 15.04%
- Finance - 8.2%
- IT-Software - 7.4%
- Pharmaceuticals & Biotech - 6.72%
- Automobiles - 5.25%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Large and Mid Cap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC Large and Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have HDFC Large and Mid Cap Fund – Direct Growth generated ?
The HDFC Large and Mid Cap Fund – Direct Growth has delivered 13.3% since inception
What is the expense ratio of HDFC Large and Mid Cap Fund – Direct Growth ?
The expense ratio of HDFC Large and Mid Cap Fund – Direct Growth is 1 % as of 21 September 2023.
What is the AUM of HDFC Large and Mid Cap Fund – Direct Growth?
The AUM of HDFC Large and Mid Cap Fund – Direct Growth is ₹4,89,893 Cr as of 21 September 2023
What are the top stock holdings of HDFC Large and Mid Cap Fund – Direct Growth?
The top stock holdings of HDFC Large and Mid Cap Fund – Direct Growth are
- HDFC Bank - 5.73%
- ICICI Bank - 3.14%
- Infosys - 2.27%
- St Bk of India - 2.11%
- Reliance Industr - 1.96%
How can I redeem my investments in HDFC Large and Mid Cap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Large and Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Large and Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.