HDFC Mutual Funds

HDFC Large and Mid Cap Fund Direct Plan Growth

EquityLarge & Mid Cap
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Recommended
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Top Ranked

₹ 307.35

NAV (Mar 17)

26.387%
5 Year CAGR
Scripbox Opinion
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Recommended
HDFC Large and Mid Cap Fund Direct (G) is recommended for investment within large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Scripbox Recommended Large and Mid Cap Funds
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Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.

Expense Ratio
0.92 %
Launched 12Y ago
2013-01-01
AUM in Crores
21526.6
ISIN
INF179KA1RQ7
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.9
Beta
1
Sharpe Ratio
0.8
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

4.79%
4.79%

ICICI Bank Ltd.

3.2%
3.2%

Indusind Bank Ltd.

2.33%
2.33%

Others

2.23%
2.23%

Infosys Ltd.

1.89%
1.89%
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Allocation by Sector

Financial

28.79%
28.78703%

Healthcare

13.13%
13.13336%

Technology

9.77%
9.77319%

Automobile

8.3%
8.299315%

Services

7.92%
7.924605%
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Frequently Asked Questions

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