By Rajendra
Sep 17, 2022
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
• Mini 35% Large Cap -companies with good track records • Min 35% Mid Caps - Potential for faster growth
Fund will follow a mix of both Bottom Up & Top-Down Strategy for theme & stock selection
ICICI Bank
HDFC Bank
Reliance
Infosys
SBI
4.64
3.85
3.44
3.25
3.19
Total - 19.17
Large Cap
Jul
51.80
36.80
8.80
Aug
50.70
Mid Cap
Small Cap
37.80
8.60
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
12.08%
22.85%
13.25%
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
12,821
53,580
97,639
12.23%
27.68%
19.58%
Monthly SIP of 1,000