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HDFC Large and Mid Cap Fund - IDCW Option
HDFC Mutual Fund · Equity · Large & Mid Cap Fund
₹35.42
AUM: —
NAV updated 18 days ago
Option
Idcw
Risk
High
Sharpe Ratio
-0.68
Std Dev (1Y)
16.23%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.7%
3m
+5.35%
6m
+5.13%
1y
-5.31%
3y
+4.48%
5y
+8.2%
10y
+4.91%
since inception
+3.52%
TopFund's Take on HDFC Large and Mid Cap Fund - IDCW Option
HDFC Large and Mid Cap Fund - IDCW Option is a Large & Mid Cap Fund fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
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 -0.68 — 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 16.23% is fairly typical for Large & Mid Cap Fund 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.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about HDFC Large and Mid Cap Fund - IDCW Option
The current NAV (Net Asset Value) of HDFC Large and Mid Cap Fund - IDCW Option is ₹35.42. NAV is updated every business day after market close by AMFI.
1Y: -5.31% · 3Y CAGR: 4.48% · 5Y CAGR: 8.2%
Expense ratio data for HDFC Large and Mid Cap Fund - IDCW Option is not yet available.
HDFC Large and Mid Cap Fund - IDCW Option is managed by HDFC Mutual Fund.
HDFC Large and Mid Cap Fund - IDCW Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, HDFC Large and Mid Cap Fund - IDCW Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in HDFC Large and Mid Cap Fund - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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