- Mutual Funds
- HDFC Mutual Funds
- HDFC Large and Mid Cap Fund (Growth)
Formerly HDFC Growth Opportunities Gr
HDFC Large and Mid Cap Fund (Growth)
₹ 187.195
NAV (Mar 28)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 187.195
NAV (Mar 28)
Fund Returns
Last 1Y | 3.5% |
Last 3Y | 32.9% |
Last 5Y | 12.1% |
Last 10Y | 11.6% |
Since Inception | 11.8% |
6 Month CAGR | -0.9% |
Scheme Information
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 | 2.12 |
Launched (29y ago) | Feb 18, 1994 |
AUM in Crores | 7897.586 |
ISIN | INF179KA1RT1 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 23.8 |
Standard Deviation (5yr) | 20.6 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0.766 |
Sharpe Ratio (5yr) | 0.41 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Large and Mid Cap Fund (Growth) | 987,109 | 254,497 | 12.1% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
5.5%icici bank ltd
4%infosys ltd
3.2%state bank of india
2.8%reliance industries ltd
2.7%Allocation by Sector
financial services
28%consumer cyclical
14.1%industrials
11.6%technology
11.5%basic materials
8.5%Compare HDFC Large and Mid Cap Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 481,581 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.7% | 5.5% | ||
5.9% | 7.7% | ||
3.8% | 5.8% | ||
6.5% | 5.8% | ||
9.8% | 6.2% |
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 11.8% over a period of 29 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 3/28/2023 is ₹187.19 with the total AUM as of 3/29/2023 is ₹7897.586. 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 3.5% 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)?
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 2.12% for regular plan.