- Mutual Funds
- HDFC Mutual Fund
- HDFC Large and Mid Cap Fund Regular Growth
HDFC Large and Mid Cap Fund Regular Plan Growth
₹ 331.177
NAV (Oct 30)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 331.177
NAV (Oct 30)
Fund Returns
Last 1Y | 40.3% |
Last 3Y | 20.6% |
Last 5Y | 24.1% |
Last 10Y | 14.4% |
Since Inception | 13.2% |
6 Month CAGR | 10.3% |
Scheme Information
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Expense Ratio | 1.66% |
Launched 30Y ago | 1994-02-18 |
AUM in Crores | 24508.2 |
ISIN | INF179KA1RT1 |
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 | 13.2 |
Beta | 1 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Large and Mid Cap Fund (G) | 13,63,940 | 6,31,328 | 24.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
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%Allocation by Sector
Financial
29.72%Healthcare
11.95%Automobile
8.59%Energy
7.96%Technology
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
16.5% | 6.9% | ||
20.6% | 13.2% | ||
6.5% | 7.8% | ||
6.2% | 8.1% |
HDFC Large and Mid Cap Fund Regular Plan Growth Review
HDFC Large and Mid Cap Fund Regular Plan Growth is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.17% over 30 years. The fund has grown over a period of 30 years. The fund is managed by HDFC Mutual Fund. The fund managers are Dhruv Muchhal, Gopal Agrawal.
Nav of HDFC Large and Mid Cap Fund as of 10/30/2024 is ₹331.18 with the total AUM as of 10/31/2024 is ₹24508.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Large and Mid Cap Fund was launched on 1994-02-18. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Large and Mid Cap Fund Regular Plan Growth 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 Regular Growth 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 NIFTY Large Midcap 250 Total Return Index.
Scripbox has rated it 5 stars, indicating it's a recommended fund in the Equity category and delivered 40.35% 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.
Frequently Asked Questions
What is HDFC Large and Mid Cap Fund?
How to invest in HDFC Large and Mid Cap Fund?
You can invest in HDFC Large and Mid Cap Fund Regular Plan 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?
The minimum sip amount for HDFC Large and Mid Cap Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Large and Mid Cap Fund Regular Plan good to invest in?
According to Scripbox opinion, it is a 5-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the HDFC Large and Mid Cap Fund Regular Plan Growth?
The expense ratio of the HDFC Large and Mid Cap Fund Regular Growth is 1.66% for regular plan.
What is the NAV of HDFC Large and Mid Cap Fund?
Today's HDFC Large and Mid Cap Fund Regular Growth NAV is ₹331.18.