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HDFC Large and Mid Cap Fund - Growth Option
HDFC Mutual Fund · Equity · Large & Mid Cap Fund
₹340.35
AUM: —
NAV updated 3 days ago
Plan
—
Option
Growth
Risk
High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
-0.33
Std Dev (1Y)
14.96%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.28%
3m
+2.1%
6m
+1.85%
1y
+0.05%
3y
+14.28%
5y
+15.39%
10y
+14.37%
since inception
+12.65%
rate_review TopFund's Take on HDFC Large and Mid Cap Fund - Growth Option
HDFC Large and Mid Cap Fund - Growth Option is a Large & Mid Cap Fund fund from HDFC Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.33 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.96% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about HDFC Large and Mid Cap Fund - Growth Option
The current NAV (Net Asset Value) of HDFC Large and Mid Cap Fund - Growth Option is ₹340.35. NAV is updated every business day after market close by AMFI.
1Y: 0.05% · 3Y CAGR: 14.28% · 5Y CAGR: 15.39%
Expense ratio data is not yet available.
HDFC Large and Mid Cap Fund - Growth Option is managed by HDFC Mutual Fund.
HDFC Large and Mid Cap Fund - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, HDFC Large and Mid Cap Fund - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.