Mutual Fund

hdfc large & mid cap fund

By Rajendra

Sep 17, 2022

image source -HDFC MF

Scheme Analysis

Thick Brush Stroke

HDFC Large & Mid Cap Fund

Category 

Large & Mid Cap

Inception

Feb 18, 1994

Benchmark

Nifty Large Midcap 250

Scribbled Arrow

AUM  - 7,006 Cr

Fund Manager

Gopal Agarwal

Investment Strategy

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

Investment Strategy

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

Investment Strategy

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

Top 5 Holding

ICICI Bank

HDFC Bank

Reliance

Infosys

SBI

4.64

3.85

3.44

3.25

3.19

Total  -  19.17

Bank

Finance

IT

Thick Brush Stroke

Top 5 Sector -39.20%

13.98

8.02

6.44

5.64

5.12

Petroleum

Auto

Market Exposure

Large Cap

Jul

51.80

36.80

8.80

Aug

50.70

Mid Cap

Small Cap

37.80

8.60

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year - 1%

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As on 31 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

12.08%

22.85%

13.25%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

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As on 31 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,821

53,580

97,639

Returns

12.23%

27.68%

19.58%

Monthly SIP of 1,000