By Rajendra
Apr 7, 2023
image source -HDFC MF
Scheme Analysis
Large & Mid Cap
Feb 18, 1994
Nifty Large Midcap 250
Fund invests in a diversified portfolio of Large and mid sized companies with better growth potential
HDFC Bank
ICICI Bank
Infosys
SBI
Reliance
5.46
3.97
3.15
2.79
2.69
Total - 18.06
• Mini 35% Large Cap -companies with good track records • Min 35% Mid Caps - Potential for faster growth
16.76
9.23
8.49
4.68
4.68
Fund will follow a mix of both Bottom Up & Top-Down Strategy for theme & stock selection
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,217
46,155
90,014
3.03%
19.85%
16.27%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
8.70%
21.47%
11.92%