- Mutual Funds
- HDFC Mutual Funds
- HDFC Large and Mid Cap Fund (Growth)
Formerly HDFC Growth Opportunities Gr
HDFC Large and Mid Cap Fund (Growth)
₹ 170.082
NAV (Jun 24)
Track Record
28 Years.
Relative Size
5,927 Cr.
Category View
.
Consistency Of Performance
.
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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 170.082
NAV (Jun 24)
Fund Returns
Last 1Y | 3.9% |
Last 3Y | 14.4% |
Last 5Y | 10.5% |
Last 10Y | 12.2% |
Since Inception | 11.7% |
6 Month CAGR | -6.1% |
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 | 2.02 |
Launched (28y ago) | Feb 18, 1994 |
AUM in Crores | 5926.060 |
ISIN | INF179KA1RT1 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| 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
reliance industries ltd
4.7%icici bank ltd
4.7%hdfc bank ltd
4.3%infosys ltd
3.9%state bank of india
3.3%Allocation by Sector
financial services
23.8%consumer cyclical
16.3%industrials
11.6%technology
8.6%basic materials
7.7%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 458,502 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.9% | 4.5% | ||
6.1% | 7.8% | ||
3.6% | 5.8% | ||
5.6% | 5.7% | ||
5.6% | 5.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHDFC 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 11.7% 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, Sankalp Baid.
Nav of HDFC Large and Mid Cap Fund (G) as of 6/24/2022 is ₹170.08 with the total AUM as of 6/26/2022 is ₹5926.06. 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 0 fund in Equity and delivered 3.9% 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 Not Reviewed Yet 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 2.02% for regular plan.