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HDFC Large and Mid Cap Fund - Growth Option

Category: Equity: Large and Mid Cap Launch Date: 18-02-1994
AUM:

₹ 19,454.33 Cr

Expense Ratio

1.69%

Benchmark

NIFTY LARGE MIDCAP 250 TRI

ISIN

INF179KA1RT1

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

500

Fund Manager

Gopal Agrawal, Dhruv Muchhal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HDFC Large and Mid Cap Fund - Growth Option 49.58 25.4 23.46
NIFTY LARGE MIDCAP 250 TRI 45.82 22.01 22.46
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
324.214
Last change
2.38 (0.7328%)
Fund Size (AUM)
₹ 19,454.33 Cr
Performance
12.15% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Gopal Agrawal, Dhruv Muchhal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 5.38
ICICI Bank Ltd. 3.38
Others 2.54
Indusind Bank Ltd. 2.07
Axis Bank Ltd. 1.94
State Bank of India 1.8
Infosys Ltd. 1.69
Power Finance Corporation Ltd. 1.54
Prestige Estates Projects Ltd. 1.49
Gland Pharma Ltd. 1.45

Sector Allocation

Sector Holdings (%)
Financial 30.77
Healthcare 9.84
Automobile 7.74
Energy 7.72
Technology 6.99
Services 5.3
Capital Goods 5.02
Construction 3.59
N/A 3.22
Metals & Mining 3.21

Peer Comparison

Scheme Name 5Y (%)
HDFC Large and Mid Cap Gr 23.46
Quant Large & MidCap Gr 28.56
Bandhan Core Equity Reg Gr 22.31
Invesco India Large and Mid Cap Gr 20.61
Motilal Oswal Large and MidCap Reg Gr 0.0
HSBC Large and Mid Cap Gr 21.47
DSP Equity Opp Reg Gr 21.42
UTI Large & Mid Cap Fund Reg Gr 21.78
Nippon India Vision Gr Gr 20.51
Kotak Equity Opp Gr 22.42