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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | 42.69 | 1.99 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.12 | 1.59 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Large and Mid Cap Fund | 40.00% | 21.46% | 15.01% |
Mirae Asset Large & Midcap Fund | 34.19% | 14.87% | 23.14% |
SBI Large & Midcap Fund | 37.35% | 19.15% | 18.42% |
Kotak Equity Opp Fund | 40.24% | 21.08% | 18.65% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.83 %
Holdings
3.43 %
Holdings
2.23 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,72,080.38 Cr.
Gopal Agrawal
AUM: ₹1,45,367.75 Cr.
|
Exp: 14yrs
B.E.(Chemical)
He has over 7 years of experience in the field of finance and financial related services. Mr. Agrawal is responsible for supervision and management of Equity Investments. Prior to this assignment, Mr. Agrawal was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%