HDFC Large and Mid Cap Fund - Growth Option

HDFC Large and Mid Cap Fund - Growth Option

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Category: Equity: Large and Mid Cap
Launch Date: 18-02-1994
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 2.15% As on (31-10-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,498.94 Cr As on (31-10-2021)
Turn over: 11.63
NAV as on 03-12-2021

185.944

-0.59 (-0.3157%)

CAGR Since Inception

11.08%

NIFTY LARGE MIDCAP 250 TRI 16.16%

PERFORMANCE of HDFC Large and Mid Cap Fund - Growth Option

Scheme Performance (%) Data as on - 03-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Large and Mid Cap Fund - Growth Option 49.26 20.09 16.62 13.33 11.08
NIFTY LARGE MIDCAP 250 TRI 42.33 20.67 18.93 17.58 16.16
Equity: Large and Mid Cap 42.25 19.73 16.67 16.66 18.73

Yearly Performance (%)

Nav Movement

Fund Managers

Gopal Agrawal,Sankalp Baid

Investment Objective

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.

RETURNS CALCULATOR for HDFC Large and Mid Cap Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Large and Mid Cap Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Large and Mid Cap Fund - Growth Option 14.31 0.027 1.1 1.012 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of HDFC Large and Mid Cap Fund - Growth Option

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 49.26 27.04 20.09 16.62 13.33
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 51.66 0.0 0.0 0.0 0.0
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 50.07 25.28 20.3 19.18 16.6
Axis Growth Opportunities Fund - Regular Plan - Growth 09-10-2018 48.77 34.32 27.11 0.0 0.0
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 47.77 32.55 22.58 17.55 18.75
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 47.66 26.72 19.18 15.27 15.33
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 47.31 27.23 17.46 15.11 13.82
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 47.23 26.08 0.0 0.0 0.0
Navi Large & Midcap Fund- Regular Plan- Growth Option 07-12-2015 46.81 23.91 19.32 16.0 0.0
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 44.74 30.7 21.61 18.7 22.3

PORTFOLIO ANALYSIS of HDFC Large and Mid Cap Fund - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300