HDFC Large and Mid Cap Fund
100
Min SIP
100
Min Lumpsum
1.06 %
Expense Ratio
Rating
8,589
Fund Size (in Cr)
10 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 | 21.1% | 35.8% | 14.4% | 11.9% | ||||
| Category Average | 18.3% | 32.5% | 13.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
St Bk of India
Infosys
Reliance Industr
Others
Advance Ratio
0.23
Alpha
4.71
SD
1
Beta
0.53
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
-
- Equity .
- Large & Mid Cap .
-
- 7,364
-
20.1%Fund Size - 7,364
-
35.1%Fund Size - 7,364
-
14.8%Fund Size - 7,364
-
- Equity .
- Large & Mid Cap .
-
- 10,512
-
21.3%Fund Size - 10,512
-
33.9%Fund Size - 10,512
-
14.9%Fund Size - 10,512
-
- Equity .
- Large & Mid Cap .
-
- 1,619
-
18.7%Fund Size - 1,619
-
32.6%Fund Size - 1,619
-
11.8%Fund Size - 1,619
-
- Equity .
- Large & Mid Cap .
-
- 2,446
-
22.1%Fund Size - 2,446
-
32.1%Fund Size - 2,446
-
12.4%Fund Size - 2,446
-
- Equity .
- Large & Mid Cap .
-
- 2,597
-
11.6%Fund Size - 2,597
-
31.6%Fund Size - 2,597
-
10%Fund Size - 2,597
AMC Contact Details
HDFC Mutual Fund
AUM:
4,18,852 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 ?
You can invest in HDFC Large and Mid Cap Fund 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 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 ?
The NAV of HDFC Large and Mid Cap Fund is ₹215.2 as of 26 May 2023.
How to redeem HDFC Large and Mid Cap Fund 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?
The minimum SIP amount of HDFC Large and Mid Cap Fund is ₹100
What are the top sectors HDFC Large and Mid Cap Fund has invested in??
The top sectors HDFC Large and Mid Cap Fund has invested in are
- HDFC Bank - 5.3%
- ICICI Bank - 3.91%
- St Bk of India - 2.83%
- Infosys - 2.59%
- Reliance Industr - 2.57%
How much returns have HDFC Large and Mid Cap Fund generated ?
The HDFC Large and Mid Cap Fund has delivered 11.9% since inception
What is the expense ratio of HDFC Large and Mid Cap Fund ?
The expense ratio of HDFC Large and Mid Cap Fund is 1.06 % as of 26 May 2023.
What is the AUM of HDFC Large and Mid Cap Fund?
The AUM of HDFC Large and Mid Cap Fund is ₹4,18,852 Cr as of 26 May 2023
What are the top stock holdings of HDFC Large and Mid Cap Fund?
The top stock holdings of HDFC Large and Mid Cap Fund are
- HDFC Bank - 5.3%
- ICICI Bank - 3.91%
- St Bk of India - 2.83%
- Infosys - 2.59%
- Reliance Industr - 2.57%