3 Year return

26.03%
NAV on Sep 05 2024 364.33
1D Returns +0.7%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹23046.87 Cr.

Expense Ratio

0.82% (inclusive of GST)

Exit Load

If redeemed on or before the expiry of 1 years from the date of allotment - 1%. If redeemed after the expiry of 1 years from the date allotment - Nil.

Ratings

ARQ Rating
3

Ratings by other agencies

3
4
4

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

GA

Gopal Agrawal

Fund Manager since Apr 2022

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹676,798.02 Cr.
No. of Schemes 169
Setup Date July 2000

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Quant Large and Mid Cap Fund

28.95%

4

Bandhan Core Equity Fund

27.92%

3.5

ICICI Prudential Large and Mid Cap Fund

27.49%

3

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

About HDFC Large and Mid Cap Fund Growth Direct Plan

HDFC Large and Mid Cap Fund Direct-Growth is an offering from HDFC Mutual Fund, nestled in the Large & MidCap mutual fund category. One of the primary attractions of this fund is its potential to outpace inflation over the long haul. This potentiality is crucial for investors who aim to not just preserve but also grow their capital in real terms, ensuring that the purchasing power of their investments doesn't erode with time. A significant advantage of this fund is its flexibility, highlighted by the absence of any lock-in period.

Investment Objective of the Scheme

At its core, the HDFC Large and Mid Cap Fund is driven by a singular vision - capital appreciation and income generation over the long term. This is achieved by channelling investments predominantly into equity and equity-linked instruments. The strategy harnesses the intrinsic strengths of large and mid-sized companies, capturing growth spurts, and leveraging market stability wherever possible.

Key Features of The Fund

5-year return 27.92%
Expense Ratio 0.82%
Fund Manager Gopal Agrawal
Fund Size ₹23046.87 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you're an investor with a horizon spanning at least 3-4 years and have a thirst for elevated returns, the HDFC Large and Mid Cap Fund Direct-Growth can be considered. However, the allure of high returns does come with its set of risks. Potential investors should brace themselves for possible moderate downticks in their portfolio values. Always ensure that your risk appetite aligns with the fund's inherent volatility.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 6767 1800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Make Use of SIPs for Harnessing the Power of Compounding

To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.

FAQs

What is today's NAV of HDFC Large and Mid Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Large and Mid Cap Fund Sep 05 2024 is 364.33

What is the AUM of HDFC Large and Mid Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Large and Mid Cap Fund is 23046.87 crore.

What is the expense ratio of HDFC Large and Mid Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Large and Mid Cap Fund is 0.82%

What are the returns of HDFC Large and Mid Cap Fund since inception?

The HDFC Large and Mid Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 15.61 since inception.

What is the minimum SIP amount to invest in HDFC Large and Mid Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Large and Mid Cap Fund is 100.

How do I invest in HDFC Large and Mid Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Large and Mid Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Large and Mid Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Large and Mid Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.
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