HDFC Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
22.70%
3Y annualised
+0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Dec 2024₹352.62
Min. SIP amount₹100
Rating4
Fund size₹24,508.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.3%22.7%24.6%14.9%
Category average32.7%19.0%21.7%NA
Rank with in category1786NA
Understand terms

Holdings (203)

NameSectorInstrumentAssets
FinancialEquity5.05%
FinancialEquity3.63%
TechnologyEquity2.49%
FinancialEquity2.10%
TechnologyEquity1.89%
FinancialEquity1.69%
FinancialEquity1.47%
CommunicationEquity1.47%
FinancialEquity1.42%
HealthcareEquity1.41%
ServicesEquity1.30%
TechnologyEquity1.23%
HealthcareEquity1.23%
FinancialEquity1.21%
EnergyEquity1.21%
HealthcareEquity1.21%
HealthcareEquity1.17%
AutomobileEquity1.14%
FinancialEquity1.14%
ConstructionEquity1.13%
HealthcareEquity1.12%
HealthcareEquity1.11%
Capital GoodsEquity1.09%
EnergyEquity1.09%
TechnologyEquity1.08%
ConstructionEquity1.08%
EnergyEquity1.04%
FinancialEquity0.97%
FinancialEquity0.97%
ServicesEquity0.96%
AutomobileEquity0.96%
HealthcareEquity0.95%
AutomobileEquity0.91%
HealthcareEquity0.86%
Capital GoodsEquity0.86%
FinancialEquity0.86%
Consumer StaplesEquity0.80%
TechnologyEquity0.77%
AutomobileEquity0.76%
EnergyEquity0.76%
FinancialEquity0.75%
ConstructionEquity0.75%
Metals & MiningEquity0.74%
FinancialEquity0.74%
Metals & MiningEquity0.72%
InsuranceEquity0.66%
FinancialEquity0.64%
FinancialEquity0.64%
AutomobileEquity0.63%
ServicesEquity0.62%
AutomobileEquity0.61%
DiversifiedEquity0.59%
FinancialEquity0.59%
Capital GoodsEquity0.58%
AutomobileEquity0.56%
TechnologyEquity0.55%
CommunicationEquity0.54%
FinancialEquity0.53%
ServicesEquity0.53%
Consumer StaplesEquity0.52%
EnergyEquity0.52%
FinancialEquity0.51%
FinancialEquity0.51%
Consumer DiscretionaryEquity0.51%
HealthcareEquity0.50%
TechnologyEquity0.50%
FinancialEquity0.49%
ChemicalsEquity0.49%
EnergyEquity0.48%
Consumer StaplesEquity0.47%
HealthcareEquity0.47%
HealthcareEquity0.46%
Consumer DiscretionaryEquity0.46%
FinancialEquity0.46%
FinancialEquity0.45%
FinancialEquity0.45%
AutomobileEquity0.44%
HealthcareEquity0.43%
AutomobileEquity0.42%
Consumer DiscretionaryEquity0.42%
ServicesEquity0.41%
EnergyEquity0.39%
EnergyEquity0.39%
EnergyEquity0.39%
ConstructionREITs0.39%
ChemicalsEquity0.38%
FinancialEquity0.38%
HealthcareEquity0.38%
ServicesEquity0.38%
ChemicalsEquity0.37%
Metals & MiningEquity0.36%
Capital GoodsEquity0.36%
ConstructionEquity0.35%
ServicesEquity0.35%
Metals & MiningEquity0.35%
EnergyEquity0.35%
AutomobileEquity0.35%
ServicesEquity0.35%
Metals & MiningEquity0.34%
InsuranceEquity0.34%
Capital GoodsEquity0.34%
AutomobileEquity0.33%
Consumer StaplesEquity0.32%
ServicesEquity0.32%
AutomobileEquity0.32%
ServicesEquity0.31%
TechnologyEquity0.31%
ChemicalsEquity0.31%
ServicesEquity0.31%
AutomobileEquity0.31%
AutomobileEquity0.30%
EnergyEquity0.30%
FinancialEquity0.30%
Consumer StaplesEquity0.29%
Capital GoodsEquity0.29%
ChemicalsEquity0.28%
FinancialEquity0.28%
HealthcareEquity0.27%
CommunicationEquity0.27%
Metals & MiningEquity0.27%
Consumer StaplesEquity0.26%
FinancialEquity0.26%
Metals & MiningEquity0.26%
ChemicalsEquity0.25%
Consumer DiscretionaryEquity0.23%
TextilesEquity0.23%
Capital GoodsEquity0.23%
ServicesEquity0.22%
Capital GoodsEquity0.22%
HealthcareEquity0.22%
HealthcareEquity0.21%
Capital GoodsEquity0.21%
Consumer StaplesEquity0.21%
EnergyEquity0.21%
FinancialEquity0.21%
AutomobileEquity0.20%
Capital GoodsEquity0.20%
EnergyEquity0.20%
ServicesEquity0.20%
ChemicalsEquity0.19%
FinancialEquity0.19%
ChemicalsEquity0.19%
CommunicationEquity0.18%
FinancialEquity0.17%
ServicesEquity0.17%
FinancialEquity0.17%
CommunicationEquity0.17%
ConstructionEquity0.17%
AutomobileEquity0.17%
NAMutual Fund0.16%
HealthcareEquity0.15%
ConstructionEquity0.15%
Consumer StaplesEquity0.15%
FinancialEquity0.13%
FinancialEquity0.13%
FinancialEquity0.13%
HealthcareEquity0.13%
InsuranceEquity0.13%
Capital GoodsEquity0.12%
AutomobileEquity0.12%
EnergyEquity0.12%
ServicesEquity0.11%
ConstructionEquity0.11%
FinancialEquity0.11%
ServicesEquity0.11%
Capital GoodsEquity0.10%
ServicesEquity0.10%
InsuranceEquity0.10%
ServicesEquity0.10%
Consumer StaplesEquity0.08%
ConstructionEquity0.08%
Capital GoodsEquity0.08%
ConstructionEquity0.08%
ServicesEquity0.07%
TechnologyEquity0.07%
ServicesEquity0.07%
Capital GoodsEquity0.06%
ChemicalsEquity0.06%
Capital GoodsEquity0.06%
AutomobileEquity0.05%
InsuranceEquity0.05%
Consumer DiscretionaryEquity0.05%
ChemicalsEquity0.05%
ServicesEquity0.05%
FinancialEquity0.05%
ServicesEquity0.05%
AutomobileEquity0.05%
ChemicalsEquity0.04%
TechnologyEquity0.04%
ChemicalsEquity0.03%
ChemicalsEquity0.03%
ServicesEquity0.03%
CommunicationPPE0.03%
ChemicalsEquity0.03%
AutomobileEquity0.03%
ServicesEquity0.02%
Consumer StaplesEquity0.02%
AutomobileEquity0.02%
Consumer DiscretionaryEquity0.02%
ServicesEquity0.01%
TechnologyEquity0.01%
InsuranceEquity0.01%
ChemicalsEquity0.00%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.88%
Higher alpha: 5.66 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

Cons

1Y and 10Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 0.88%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Gopal Agrawal
Jul 2020 - Present
View details

Dhruv Muchhal
Jun 2023 - Present
View details

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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