HDFC Large & Mid Cap Fund

Mutual Fund

hdfc large & mid cap fund

By Rajendra

Apr 7, 2023

image source -HDFC MF

Scheme Analysis

Category

Large & Mid Cap

Inception

Feb 18, 1994

Benchmark

Nifty Large Midcap 250

AUM - 7,897 Cr

Fund Manager

Gopal Agrawal

HDFC Large & Mid Cap Fund

Investment Strategy

Fund invests in a diversified portfolio of Large and mid sized companies with better growth potential

Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

SBI

Reliance

5.46

3.97

3.15

2.79

2.69

Total - 18.06

Investment Strategy

• Mini 35% Large Cap -companies with good track records • Min 35% Mid Caps - Potential for faster growth

Bank

Information Technology

Finance

Top 5 Sector 16.76

9.23

8.49

4.68

Automobile

Pharma

Investment Strategy

Fund will follow a mix of both Bottom Up & Top-Down Strategy for theme & stock selection

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,217

46,155

90,014

Returns

3.03%

19.85%

16.27%

Monthly SIP of 1,000

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

8.70%

21.47%

11.92%