CALCULATE YOUR SIP RETURNS
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EQUITYLARGE & MID CAP FUND

HDFC Large and Mid Cap Fund

3 Year return

21.32%
NAV on January 01, 2026
368.472
1D Returns
+3.66%
Launched on January 2013(13 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Your Investment3,600
Gain
40.83%1,470
Total Value 5,070

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹28,892.1 Cr.
Expense Ratio
0.84% (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

Value Research
3
Crisil
4
Morning Star
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

HDFC Mutual Fund Manager

DM

Dhruv Muchhal

Fund Manager since Jun 2023

GA

Gopal Agrawal

Fund Manager since Jul 2022

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

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
22.9052%
Expense Ratio
0.84%
Fund Manager
Dhruv Muchhal
Fund Size
₹28892.1 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

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://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

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 on January 01, 2026, is ₹368.472
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 ₹28892.1 crore.
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 0.84%
The HDFC Large and Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

5,070 in 3Y at 21.318% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 February 2026

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