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  • HDFC Large and Mid Cap Fund (PIDCW-A)

Formerly HDFC Growth Opportunities IDCW-P

HDFC Mutual Funds

HDFC Large and Mid Cap Fund (PIDCW-A)

EquityLarge & Mid Cap
Top Ranked

38.721

NAV (Jun 18)

20.3%
5 Year CAGR
Scripbox Opinion
Top Ranked
HDFC Large and Mid Cap Fund (PIDCW-A) 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

38.721

NAV (Jun 18)

Fund Returns

Last 1Y
48.8%
Last 3Y
26.3%
Last 5Y
23.7%
Last 10Y
15%
Since Inception
13.3%
6 Month CAGR
19.7%

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.

Expense Ratio
1.7
Launched (25y ago)
Jun 25, 1999
AUM in Crores
19454.325
ISIN
INF179KA1RU9
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.3
Standard Deviation (5yr)
20.9
Beta (3yr)
0.99
Beta (5yr)
1.02
Sharpe Ratio (3yr)
0.958
Sharpe Ratio (5yr)
0.672
YTM
0
Fund Managers

Gopal Agrawal

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Large and Mid Cap Fund (PIDCW-A)70%12,26,692 4,94,08020.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-18

Top Stock Holdings

hdfc bank ltd

5.4%
5.4%

icici bank ltd

3.4%
3.4%

treps - tri-party repo

2.5%
2.5%

indusind bank ltd

2.1%
2.1%

axis bank ltd

1.9%
1.9%
See all holdings

Allocation by Sector

financial services

32.8%
32.8%

industrials

12.1%
12.1%

consumer cyclical

12%
12%

healthcare

9.8%
9.8%

technology

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 701,995 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.4%

13.3%

12.7%

6.4%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Large and Mid Cap Fund (PIDCW-A) Review

HDFC Large and Mid Cap Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 8.2% over a period of 24 years. The fund was previously known as HDFC Growth Opportunities IDCW-P. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Gopal Agrawal.

Nav of HDFC Large and Mid Cap Fund (PIDCW-A) as of 6/18/2024 is ₹38.72 with the total AUM as of 6/19/2024 is ₹19454.325. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Large and Mid Cap Fund (PIDCW-A) was launched on Jun 25, 1999. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC Large and Mid Cap Fund (PIDCW-A) 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 (PIDCW-A) 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 LargeMidcap 250 TR INR.

HDFC Large and Mid Cap Fund (PIDCW-A) is rated as a 5 fund in Equity and delivered 41.4% 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 (PIDCW-A).

Frequently Asked Questions

What is HDFC Large and Mid Cap Fund (PIDCW-A)?

HDFC Large and Mid Cap Fund (PIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Large and Mid Cap Fund (PIDCW-A)?

You can invest in HDFC Large and Mid Cap Fund (PIDCW-A) 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 (PIDCW-A)?

The minimum sip amount for HDFC Large and Mid Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Large and Mid Cap Fund (PIDCW-A) good to invest in?

As per Scripbox experts, HDFC Large and Mid Cap Fund (PIDCW-A) is a Top Ranked fund. You can investHDFC Large and Mid Cap Fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the HDFC Large and Mid Cap Fund (PIDCW-A) is 1.7% for regular plan.