Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.47%
1 Month-12.14%
3 Months-13.40%
6 Months-10.90%
1 Year-3.42%
3 Years (CAGR)+15.95%
5 Years (CAGR)+15.07%
10 Years (CAGR)+13.88%
Since Inception (Jun 2014)+11.68%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.32%
3 Year SIP+2.58%
5 Year SIP+9.97%
Since Inception (Jun 2014)+13.28%
Fund Details
Fund HouseHDFC Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹28,240 Cr
Expense Ratio1.62%
Min SIP₹100
Min Lumpsum₹100
Launch Date30 Jun 2014
AMFI Code130496
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HDFC Large and Mid Cap Fund - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
HDFC Large and Mid Cap Fund - Growth Option is a Large & Mid Cap mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹28,240 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.62%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations