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HDFC Large and Mid Cap Fund - IDCW Option
HDFC Mutual Fund · Equity · Large & Mid Cap Fund
₹34.98
AUM: —
NAV updated 11 days ago
Plan
—
Option
Idcw
Risk
High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
-0.71
Std Dev (1Y)
16.47%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+4.02%
3m
+6.6%
6m
-6.3%
1y
-5.99%
3y
+7.5%
5y
+9.67%
10y
+5.34%
since inception
+3.6%
rate_review 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.
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 -0.71 — 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 16.47% 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 - IDCW Option
The current NAV (Net Asset Value) of HDFC Large and Mid Cap Fund - IDCW Option is ₹34.98. NAV is updated every business day after market close by AMFI.
1Y: -5.99% · 3Y CAGR: 7.5% · 5Y CAGR: 9.67%
Expense ratio data 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 a High risk fund. Suitable for investors with a 3+ year horizon.
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.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.