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  • HDFC Large and Mid Cap Fund (Growth)

Formerly HDFC Growth Opportunities Gr

HDFC Mutual Funds

HDFC Large and Mid Cap Fund (Growth)

EquityLarge & Mid Cap

Top Ranked

203.425

NAV (Nov 25)

12.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

203.425

NAV (Nov 25)

Fund Returns

Last 1Y

6.5%

Last 3Y

20.7%

Last 5Y

12.6%

Last 10Y

12.7%

Since Inception

12.2%

6 Month CAGR

18.6%

Scheme Information

Investment Objective

To generate long term capital appreciation/income from a portfolio,predominantly invested in equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

2.18

Launched (28y ago)

Feb 18, 1994

AUM in Crores

7518.600

ISIN

INF179KA1RT1

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24

Standard Deviation (5yr)

20.8

Beta (3yr)

1

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.719

Sharpe Ratio (5yr)

0.433

YTM

0

Fund Managers

Priya Ranjan

Fund Manager

Gopal Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

hdfc bank ltd

5.4%
5.4%

icici bank ltd

4.4%
4.4%

infosys ltd

3.4%
3.4%

state bank of india

3.2%
3.2%

reliance industries ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

25.9%
25.9%

consumer cyclical

16.1%
16.1%

technology

10.9%
10.9%

industrials

10.4%
10.4%

basic materials

8.2%
8.2%
See all sectors

Compare HDFC Large and Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.3%

    4.5%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Large and Mid Cap Fund (G) Review

    HDFC Large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.2% over a period of 28 years. The fund was previously known as HDFC Growth Opportunities Gr. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Gopal Agrawal, Priya Ranjan.

    Nav of HDFC Large and Mid Cap Fund (G) as of 11/25/2022 is ₹203.43 with the total AUM as of 11/26/2022 is ₹7518.6. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Large and Mid Cap Fund (G) was launched on Feb 18, 1994. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HDFC Large and Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Large and Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.

    HDFC Large and Mid Cap Fund (G) is rated as a 4 fund in Equity and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Large and Mid Cap Fund (G).

    Frequently Asked Questions

    What is HDFC Large and Mid Cap Fund (G)?

    HDFC Large and Mid Cap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Large and Mid Cap Fund (G)?

    You can invest in HDFC Large and Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Large and Mid Cap Fund (G)?

    The minimum sip amount for HDFC Large and Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Large and Mid Cap Fund (G) good to invest in?

    As per Scripbox experts, HDFC Large and Mid Cap Fund (G) is a Top Ranked fund. You can investHDFC Large and Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Large and Mid Cap Fund (G)?

    The expense ratio of the HDFC Large and Mid Cap Fund (G) is 2.18% for regular plan.