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HDFC Large and Mid Cap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
Top rated fund from 208 Large & Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 20 Dec 2024
₹342.5
-1.8619% (-6.40)
AUM
₹23,485 Cr
Expense ratio
0.86%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity98.61%
Cash0.88%
Debt0.51%
What's in this fund?
Sectors
Holdings
Financial Services
Healthcare
Consumer Cyclical
Technology
Industrials
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹6,92,562 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Gopal Agrawal
Experience: 4.42 yrs • Total AUM: 8,51,473 Cr
Dhruv Muchhal
Experience: 1.49 yrs • Total AUM: 53,21,951 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Kotak Equity Opportunities Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
22.95%
Expense ratio
0.5%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.76%
Expense ratio
0.71%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.41%
Expense ratio
0.63%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.72%
Expense ratio
0.61%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.