HDFC Large and Mid Cap Fund - Regular Plan - Growth

NAV 313.56(1.28%)
Jan 31, 2025
HDFC Large and Mid Cap Fund - Regular Plan - Growth
AUM
₹23,898 Cr
Expense (%)
1.66
Turnover (%)
4.91
Benchmark
NIFTY LargeMidcap 250 - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
47.08

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : HDFC Large and Mid Cap Fund - Regular Plan - Growth

HDFC Large and Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 19.41 21.16 23.18 16.36
Average Rolling Returns(%) 18.48 14.04 12.04 10.17

The Current NAV of HDFC Large and Mid Cap Fund - Regular Plan - Growth is ₹313.56.

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 - Regular Plan - Growth fund’s expense ratio is 1.66%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Large and Mid Cap Fund - Regular Plan - Growth is currently ₹23,899 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Infosys 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 - Regular Plan - Growth fund are BFSI, Healthcare and IT accounting for 54% 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 - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.

Gopal Agrawal manages the HDFC Large and Mid Cap Fund - Regular Plan - Growth Fund.

HDFC Large and Mid Cap Fund - Regular Plan - Growth current PE ratio is 40.89 and PB ratio is 6.73

The asset allocation of HDFC Large and Mid Cap Fund - Regular Plan - Growth is Stocks : 98.70%, Debt : 0.79% and Gold : 0.51%

The minimum SIP amount for HDFC Large and Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Large and Mid Cap Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year

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