info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC Large and Mid Cap Fund - IDCW Option

HDFC Mutual Fund · Equity · Large & Mid Cap Fund

₹34.98

-0.07 (-0.19%) trending_down

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.

Frequently Asked Questions about HDFC Large and Mid Cap Fund - IDCW Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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