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HDFC Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
68.64%
1Y return
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹172.97
Min. SIP Amount₹500
Rating2star
Fund Size₹2,526.06 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns68.6%15.0%13.6%11.7%
Category average59.0%15.2%14.8%NA
Rank with in category31216NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.4%
ICICI Bank Ltd.FinancialEquity5.9%
State Bank of India
FinancialEquity5.6%
Reliance Industries Ltd.EnergyEquity4.0%
Tata Consumer Products Ltd.FMCGEquity3.4%
Emami Ltd.FMCGEquity3.3%
NTPC Ltd.EnergyEquity3.3%
Bharat Electronics Ltd.EngineeringEquity3.0%
HDFC Bank Ltd.FinancialEquity2.8%
Max Financial Services Ltd.FinancialEquity2.6%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 1.76%
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.76%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Gopal Agrawal
Jul 2020 - Present
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Anand Laddha
Oct 2020 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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