HDFC Large and Mid Cap Fund - Growth Option
Expense Ratio: 1.63
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 06-01-1994
Exit Load: Nil
Fund Size:₹28,984.24 Cr
Performance
1Y
Fund-5.50%
Cat. Avg.-2.56%
2Y
Fund-2.21%
Cat. Avg.-1.38%
3Y
Fund10.40%
Cat. Avg.11.54%
5Y
Fund10.80%
Cat. Avg.9.67%
10Y
Fund13.48%
Cat. Avg.12.69%
SI
Fund11.95%
Cat. Avg.10.21%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd.£ | 1170.18 | 4.00% |
| 2 | ICICI Bank Ltd. | 1086.52 | 3.71% |
| 3 | Axis Bank Ltd. | 571.92 | 1.95% |
| 4 | Bharti Airtel Ltd. | 538.26 | 1.84% |
| 5 | Fortis Healthcare Limited | 452.96 | 1.55% |
| 6 | Reliance Industries Ltd. | 443.31 | 1.51% |
| 7 | State Bank of India | 432.33 | 1.48% |
| 8 | Maruti Suzuki India Limited | 414.20 | 1.41% |
| 9 | Max Financial Services Ltd. | 412.16 | 1.41% |
| 10 | Prestige Estates Projects Ltd. | 391.15 | 1.34% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58099 | -3.2% | -6.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.3% | -1.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.84 L. | +2.4% | +1.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.83 L. | +27.8% | +9.9% |
| 10Y | 07 Nov, 16 | 6 L. | 12.69 L. | +111.5% | +14.5% |
| SI | 07 Jul, 14 | 7.40 L. | 18.03 L. | +143.6% | +13.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 94018 | -6.0% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 96757 | -3.2% | -1.6% |
| 3Y | 19 Oct, 23 | 1 L. | 1.35 L. | +34.6% | +10.4% |
| 5Y | 19 Oct, 21 | 1 L. | 1.67 L. | +67.0% | +10.8% |
| 10Y | 19 Oct, 16 | 1 L. | 3.54 L. | +254.2% | +13.5% |
| SI | 30 Jun, 14 | 1 L. | 4.01 L. | +301.3% | +12.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.