HDFC Large & Mid Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹50.5400
-0.08%
(14 Nov)
AUM
28,487 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.0%
+15.0%
+12.3%
+12.3%
+9.6%
+8.3%
3Y
+25.4%
+25.4%
+28.1%
+28.1%
+21.1%
+18.9%
5Y
+23.7%
+23.7%
+27.4%
+27.4%
+25.7%
+21.5%
ALL
+18.3%
+18.3%
+24.1%
+24.1%
+14.0%
+14.3%
VOL
19.5%
19.5%
20.1%
20.1%
18.1%
-
TER
0.6%
0.6%
0.7%
0.7%
0.8%
-
AUM
₹9,034 Cr
₹9,034 Cr
₹14,870 Cr
₹14,870 Cr
₹28,487 Cr
-
INFO
0.94
0.94
1.20
1.20
0.78
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Large & Mid Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
4.8%
ICICI Bank Ltd
3.5%
Bharti Airtel Ltd
2.0%
Axis Bank Ltd
1.8%
Infosys Ltd
1.8%
Fortis Healthcare Ltd
1.7%
Max Financial Services Ltd
1.5%
Mphasis Ltd
1.5%
Maruti Suzuki India Ltd
1.4%
State Bank of India
1.4%
Top industry exposure
Financial Services
30.1%
Consumer Cyclical
14.5%
Healthcare
12.8%
Industrials
10.3%
Technology
9.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
4%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Gopal Agrawal
Dhruv Muchhal

FAQs