HDFC Large and Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 49.44 | 26.94 | 21.49 | 14.75 |
Average Rolling Returns(%) | 16.52 | 13.56 | 10.67 | 9.56 |
The Current NAV of HDFC Large and Mid Cap Fund - Growth - Direct Plan is ₹316.86.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
HDFC Large and Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.83%
The process for redemption is
The AUM of HDFC Large and Mid Cap Fund - Growth - Direct Plan is currently ₹18,692 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 22% of fund’s portfolio respectively.
Top three sectors of HDFC Large and Mid Cap Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Large and Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.
Gopal Agrawal manages the HDFC Large and Mid Cap Fund - Growth - Direct Plan Fund.
HDFC Large and Mid Cap Fund - Growth - Direct Plan current PE ratio is 36.81 and PB ratio is 5.91
The asset allocation of HDFC Large and Mid Cap Fund - Growth - Direct Plan is Stocks : 97.84%, Debt : 1.55% and Gold : 0.64%
The minimum SIP amount for HDFC Large and Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Large and Mid Cap Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year