HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth

HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth

NAV: 13 Nov '26
₹10.79
Min. for SIP
₹100
Fund size (AUM)
₹21.23 Cr
Expense ratio
3.89%
Rating
--

Minimum investments

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

Returns and rankings

Name1M3M6MAll
Fund returns+7.9%----+7.9%
Category average (Hybrid Aggressive Hybrid)--+5.1%+11.4%+224.4%
Rank (Hybrid Aggressive Hybrid)--------

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.

Fund management

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

Education
CA (ICAI, INDIA), B.Com (University of Mumbai)
Experience
Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Also manages these schemes

Education
Mr. Baid is a PG Diploma in Business Management from XLRI, Jamshedpur, Chartered Accountant, B.Com Hons. (University of Calcutta).
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with BNP Paribas Bank, India Ratings & Research, Future First Info Services and BSR & Co (part of KPMG).

About HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth

HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Arun Agarwal is the Current Fund Manager of HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,33,671 Cr and the Latest NAV as of 13 Nov 2026 is ₹10.79. The HDFC Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70 30 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to generate passive investment in equity and equity related securities and debt securities replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index (TRI), subject to tracking error.
Fund benchmarkNifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index

Fund house

Rank (total assets)#2 in India
Total AUM₹9,33,671.14 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,