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

HDFC Large and Mid Cap Fund Top 5 Holdings

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.

HDFC Flexi Cap Direct Plan Growth is a Flexi Cap mutual fund offered by HDFC Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. The assets under management (AUM) of HDFC Flexi Cap Direct Plan-Growth is at ₹59,124 Crores, making it a medium-sized fund in its category. With an expense ratio of 0.79%, the fund is higher than the majority of similar Flexi Cap funds.

The majority of the fund’s money is invested in the financial, healthcare, technology, automotive and construction industries. Compared to other funds in the category, it has less exposure to the financial and healthcare industries.

HDFC Flexi Cap Fund Performance

The growth returns for the last year on the HDFC Flexi Cap Direct Plan are 46.27%. It has generated 17.99% average yearly returns since its debut. Every three years, the fund’s investment doubles.

The HDFC Flexi Cap Direct Plan-Growth scheme frequently outperforms most other funds in its category in terms of return returns. It performs better than average at controlling losses in a declining market.

HDFC Flexi Cap Fund Returns

HDFC Flexi Cap Fund Top 5 Holdings

HDFC Flexi Cap Fund Suitability

You can expect returns from fixed income options and profits that easily surpass the rate of inflation when you invest for a period of five years or more. However, be ready for fluctuations in the value of your investment along the way.

This is a flexi-cap fund, which allows the fund management team to invest in firms of various sizes based on where it expects the most return. Flexi-cap funds are best suited for equities fund investors due to their versatility, as the job of stock selection is entirely left to fund management, which is the very idea of mutual fund investment.

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.

The HDFC Focused 30 Fund is a unique offering from HDFC Mutual Fund that follows a concentrated investment strategy. As of April 2024, the fund holds a portfolio of 28 stocks, which is slightly above the category average of 27.14 stocks. Let’s take a closer look at the fund’s portfolio composition and top holdings.

Portfolio Composition

The fund’s top 5 holdings account for 34.47% of the total portfolio, while the top 10 holdings make up 54.23%. This indicates a high level of concentration in the fund’s investments. The top 3 sectors account for 42.08% of the portfolio, which is higher than the category average of 33.88%.

In terms of market capitalization, the fund has an average market cap of ₹84,773.37 crore, which is lower than the category average of ₹117,566.88 crore. The fund has a higher allocation to large-cap stocks at 51.75% (16 stocks), compared to mid-cap stocks at 7.81% (3 stocks) and small-cap stocks at 2.99% (2 stocks).

Top Holdings

Here are the top 10 holdings of the HDFC Focused 30 Fund as of April 2024:

1. ICICI Bank Ltd. (9.27% of the portfolio)
2. HDFC Bank Ltd. (9.02% of the portfolio)
3. Axis Bank Ltd. (6.32% of the portfolio)
4. Cipla Ltd. (5.17% of the portfolio)
5. State Bank Of India (4.69% of the portfolio)
6. HCL Technologies Limited (3.70% of the portfolio)
7. SBI Life Insurance Co Ltd. (4.31% of the portfolio)
8. Hindustan Aeronautics Ltd. (4.90% of the portfolio)
9. Infosys Ltd. (3.65% of the portfolio)
10. Larsen & Toubro Ltd. (3.60% of the portfolio)

The top 5 holdings account for 34.47% of the total portfolio, while the top 10 holdings make up 54.23%. The fund has a significant allocation to private sector banks, with ICICI Bank, HDFC Bank and Axis Bank being the top 3 holdings.

The HDFC Focused 30 Fund offers investors a concentrated approach to equity investing, with a focus on large-cap stocks and the banking sector. While this strategy can potentially generate higher returns, it also carries higher risk due to the lack of diversification. Investors should carefully consider their risk appetite and investment horizon before investing in this fund.

When considering the HDFC Focused 30 Fund, it’s essential to evaluate your financial goals, risk tolerance, and investment timeline. As with any investment, it’s crucial to conduct thorough research and consult with a financial advisor before making a decision.