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HDFC Large and Mid Cap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.86 | 40.88 | 1.53 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 51.67 | 1.33 |
Scheme Info
| 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 |
About Large & Mid Cap Fund
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.
Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Large and Mid Cap Fund | 28.24% | 19.44% | 14.47% |
| Mirae Asset Large & Midcap Fund | 24.06% | 13.20% | 22.54% |
| SBI Large & Midcap Fund | 27.68% | 17.07% | 17.89% |
| Kotak Equity Opp Fund | 31.51% | 19.27% | 18.11% |
Price Comparison
Compare HDFC Large and Mid Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.26 %
Holdings
5.05 %
0.26 % - ICICI Bank Ltd3M change : 0.44 %
Holdings
3.63 %
0.44 % - Infosys Ltd3M change : 0.60 %
Holdings
2.49 %
0.60 %
AMC Profile
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
₹ 7,62,509.16 Cr.
Fund Manager Profile
Gopal Agrawal
AUM: ₹1,41,207.92 Cr.
|
Exp: 14yrs
Qualification
B.E.(Chemical)
Past Experience
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)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%