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
₹43.9680
+1.38%
(18 Mar)
AUM
28,580 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.9%
+14.9%
+12.0%
+12.0%
+8.1%
+7.8%
3Y
+24.0%
+24.0%
+23.5%
+23.5%
+19.5%
+18.1%
5Y
+20.0%
+20.0%
+17.3%
+17.3%
+18.1%
+15.5%
ALL
+20.8%
+20.8%
+16.8%
+16.8%
+12.9%
+12.2%
VOL
20.0%
20.0%
19.5%
19.5%
18.0%
-
TER
0.8%
0.8%
0.6%
0.6%
0.8%
-
AUM
₹15,017 Cr
₹15,017 Cr
₹9,392 Cr
₹9,392 Cr
₹28,580 Cr
-
INFO
1.03
1.03
0.87
0.87
0.71
-
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 28th Feb
Top holdings
HDFC Bank Ltd
4.6%
ICICI Bank Ltd
3.3%
Axis Bank Ltd
2.1%
Bharti Airtel Ltd
1.9%
State Bank of India
1.8%
Max Financial Services Ltd
1.7%
Fortis Healthcare Ltd
1.6%
Infosys Ltd
1.5%
Mahindra & Mahindra Financial Services Ltd
1.3%
Maruti Suzuki India Ltd
1.3%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
14.1%
Healthcare
12.6%
Industrials
9.8%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
3%
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