HDFC Large & Mid Cap Fund - Direct Plan has delivered 50.08% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #21 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.77% .
The fund currently owns more than 243 stocks.
The top 10 holdings account for 19.63% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.83% | -1.86% |
| 2 Year Return | 42.17% | 11.61% |
| 3 Year Return | 82.16% | 32.10% |
| 4 Year Return | 226.96% | 57.26% |
| 5 Year Return | 207.73% | 76.78% |
| 6 Year Return | 220.57% | 125.17% |
| 7 Year Return | 339.08% | 141.57% |
| Expense Ratio | 0.89% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.77%
|
|
| 2 | Finance - Banks - Private Sector |
3.65%
|
|
| 3 | Communication Services |
1.90%
|
|
| 4 | Financials |
1.86%
|
|
| 5 | Energy |
1.49%
|
|
| 6 | Health Care |
1.49%
|
|
| 7 | Financials |
1.44%
|
|
| 8 | Consumer Discretionary |
1.39%
|
|
| 9 | Real Estate |
1.34%
|
|
| 10 | Financials |
1.30%
|
|
| 11 | Financials |
1.27%
|
|
| 12 | Financials |
1.26%
|
AMC: HDFC
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Gopal Agrawal
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Large & Mid Cap Fund - Direct Plan is managed by HDFC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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