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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%
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.
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
