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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)

    EquityDiversified

    180.209

    NAV (Sep 21)

    14.2%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    27 Years.

    Relative Size

    2,904 Cr.

    Category View

    .

    Consistency Of Performance

    .

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    • graph-icon-gray
      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    180.209

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    69%
    Last 3Y
    17.7%
    Last 5Y
    14.2%
    Last 10Y
    12.5%
    Since Inception
    12.3%
    6 Month CAGR
    23.4%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.34
    Launched (27y ago)
    Feb 18, 1994
    AUM in Crores
    2903.925
    ISIN
    INF179KA1RT1
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Gopal Agrawal

    Fund Manager

    user-avatar

    Sankalp Baid

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    HDFC Asset Management Company Limited

    HDFC Asset Management Company Limited manages assets worth 475,655 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

    amc-img

  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    15.4%

    top-ranked-badge

    17.8%

    16.6%

    top-ranked-badge

    7.1%

    7.2%

    top-ranked-badge

    7.9%

    8.1%

    top-ranked-badge

    17.6%

    15.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About HDFC Large and Mid Cap Fund (G)

    About HDFC Large and Mid Cap Fund (G)

    HDFC Large and Mid Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 12.3% over a period of 27 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, Sankalp Baid

    HDFC Large and Mid Cap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Large and Mid Cap Fund (G) NAV,AUM,Risk

    The HDFC Large and Mid Cap Fund (G) fund was launched on Feb 18, 1994. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-21 is ₹180.21. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹2903.925. The category risk of the HDFC Large and Mid Cap Fund (G) fund is Very High Risk. The fund charges 2.34 % as expense ratio.

    HDFC Large and Mid Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 92.9% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , treps - tri-party repo , state bank of india , reliance industries ltd , tata consumer products ltd , emami ltd , indian railway catering and tourism corp ltd , ntpc ltd , bharat electronics ltd , hdfc bank ltd , larsen & toubro ltd , max financial services ltd , mindtree ltd , tata steel ltd , sun pharmaceuticals industries ltd , bharat petroleum corp ltd , itc ltd , reverse repo , macrotech developers ltd , gujarat state petronet ltd , apollo tyres ltd , computer age management services ltd ordinary shares , nhpc ltd , trent ltd , acc ltd , indian hotels co ltd , aavas financiers ltd , prestige estates projects ltd , gail (india) ltd , cartrade tech ltd , timken india ltd , mahindra & mahindra financial services ltd , tata motors ltd class a , ambuja cements ltd , tata chemicals ltd , cesc ltd , lic housing finance ltd , lupin ltd , shriram transport finance co ltd , solar industries india ltd , power finance corp ltd , balkrishna industries ltd , tata motors ltd , mahanagar gas ltd , jindal steel & power ltd , exide industries ltd , hindustan petroleum corp ltd , phoenix mills ltd , sun tv network ltd , inox leisure ltd , bharat heavy electricals ltd , glenmark pharmaceuticals ltd , castrol india ltd , container corporation of india ltd , cholamandalam investment and finance co ltd , zomato ltd , power grid corp of india ltd , aurobindo pharma ltd , united breweries ltd , titagarh wagons ltd , canara bank , reliance industries ltd-partly paid up shares , united spirits ltd , nbcc india ltd , clean science and technology ltd , reliance power ltd , nlc india ltd , oil india ltd , indian bank , sbi cards and payment services ltd ordinary shares , net current assets , union bank of india

    HDFC Large and Mid Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Large and Mid Cap Fund (G) Investment volatility and Horizon

    This fund 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) Review

    HDFC Large and Mid Cap Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Large and Mid Cap Fund (G) has a score of 0 out of 5 Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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