HDFC Large and Mid Cap Fund Direct- Growth is an equity mutual fund scheme from HDFC Mutual Fund. The fund has an AUM of ₹23,712.31 Crores and the current NAV is ₹371.784 as of September 28, 2024.
The return performance of the HDFC Large and Mid Cap Fund Direct-Growth plan is 47.25% for the last year, 97.89% for the past three years and 455.51% since the scheme launch.
HDFC Large and Mid Cap Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 3.31% | 3.46% |
| 3 months | 8.82% | 9.24% |
| 6 months | 24.18% | 25.31% |
| 1 year | 47.25% | 48.31% |
| 3 years | 25.63% | 22.21% |
| 5 years | 27.4% | 25.05% |
| 10 years | 15.9% | 17.74% |
HDFC Large and Mid Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 4.72% |
|
ICICI Bank Ltd.
|
Financial | Equity | 3.42% |
|
Indusind Bank Ltd.
|
Financial | Equity | 2.26% |
|
Infosys Ltd.
|
Technology | Equity | 1.91% |
|
Trent Ltd.
|
Services | Equity | 1.83% |
Sector Allocation in HDFC Large and Mid Cap Fund Fund
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 29.15 | ₹6,911.46 |
| Healthcare | 11.90 | ₹2,822.55 |
| Automobile | 8.60 | ₹2,039.47 |
| Energy | 8.20 | ₹1,945.18 |
| Technology | 7.89 | ₹1,871.99 |
| Others | 34.25 | ₹8,121.46 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.