HDFC Large and Mid Cap Fund: 49% return in last one year, performance analysis and top holdings
HDFC Large and Mid Cap Fund Direct Growth is a Large & MidCap mutual fund offered by Hdfc Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. The HDFC Large and Mid Cap Fund Direct Growth has assets under management (AUM) of ₹21,459 Crores, making it a medium-sized fund in its category. With an expense ratio of 0.82%, the fund is higher than the majority of other Large & Midcap funds.
The majority of the fund’s money is invested in the financial, healthcare, automotive, energy and technology industries. In comparison to other funds in the category, it has less exposure to the financial and healthcare industries.
HDFC Large and Mid Cap Fund Performance
HDFC Large and Mid Cap Fund Direct’s growth returns over the last year were 49.07%. Since its launch, it has generated an average yearly return of 15.40%. Every three years, the fund’s investment doubles.
The HDFC Large and Mid Cap Fund Direct- Growth plan has a better track record of delivering consistent returns than other funds in its category. Its capacity to manage losses in a declining market is above average.
HDFC Large and Mid Cap Fund Returns
| Period | HDFC Large and Mid Cap Fund Returns | Category average |
|---|---|---|
| 1 month | 4.04% | 4.58% |
| 3 months | 14.6% | 15.3% |
| 6 months | 18.55% | 21.17% |
| 1 year | 49.4% | 47.39% |
| 3 years | 27.04% | 23.15% |
| 5 years | 25.18% | 23.57% |
HDFC Large and Mid Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 5.38% |
|
ICICI Bank Ltd.
|
Financial | Equity | 3.38% |
|
Indusind Bank Ltd.
|
Financial | Equity | 2.07% |
|
Axis Bank Ltd.
|
Financial | Equity | 1.94% |
|
State Bank of India
|
Financial | Equity | 1.80% |
HDFC Large and Mid Cap Fund Suitability
You can expect returns from fixed income choices and profits that easily surpass the rate of inflation when you invest for five years or more. However, be ready for swings in the value of your investment along the way.
This fund gives the management team of the fund a reasonable degree of flexibility to invest in firms of various sizes, depending on where it expects maximum returns. It invests in a combination of large and medium-sized companies.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.