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Large Cap📊 NIFTY 100 Total Returns Index (TRI)

HDFC Large Cap Fund · Regular · Growth

HDFC Mutual Fund · Managed by Rahul Baijal

#14 of 34 (1Y)

NAV

₹1108.7510

as of 17 Jun 2026

Expense Ratio

1.59%

AUM

₹39,342 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-1.13%
3Y
+11.30%
5Y
+12.28%
Since Inception
+18.06%

SIP returns (XIRR)

1Y
-2.81%
3Y
+4.17%
5Y
+9.56%
Since Inception
+17.01%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹4,16,651

Benchmark

₹2,70,483

+₹1,46,168 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹31,000

Invested

₹4,16,651

Value today

16.8%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹7,029

Value today

17.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹15,50,000

Withdrawn

₹4,94,62,224

Corpus left

+₹5,00,12,224 net gain — withdrew ₹15,50,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹4,21,76,875

Value today

+0.0%

vs lumpsum

STP beat direct lumpsum by 0.0% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,47,077

Value today

3.5×

Multiple

Staying invested through that crash turned ₹1L into ₹3,47,077 — a 3.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.33

Sharpe Ratio

-0.03

Alpha

0.46

Beta

-0.32

Sortino

13.72%

Std Dev

-14.69%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryLarge Cap
Fund ManagerRahul Baijal
BenchmarkNIFTY 100 Total Returns Index (TRI) ✓
Launch Date13 Sept 1996
AMFI Code102000
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit Load* An Open-ended Growth Scheme - Current Load Structure : Entry Load: Not Applicable. Exit Load: Redemption/Switch-out within 1 Year of allotment - 1%. For further details visit www.hdfcfund.com or contact any of our Investor Service Centre. Service Tax re

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

HDFC Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

HDFC Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 29 years. It manages assets worth ₹39,342 Cr, reflecting investor confidence in the fund's strategy. The fund is managed by Rahul Baijal. It benchmarks its performance against NIFTY 100 Total Returns Index (TRI). The current expense ratio is 1.59%.

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