By Rajendra
Sep 17, 2022
image source -HDFC MF
Scheme Analysis
Large Cap
Oct 11, 1996
Nifty 100
Fund seeks to invest in higher quality, competitive, sustainable businesses by primarily restricting the equity portfolio to large cap stocks
A minimum of 80% of the funds are invested in large cap stocks.
The fund is by design well diversified
The portfolio is designed to reduce risk while maintaining stable growth
The universe of “Large Cap” shall consist of 1st to 100th company in terms of full market capitalization
ICICI Bank
Reliance
HDFC Bank
Infosys
HDFC
8.86
8.40
7.95
6.10
5.19
Total - 36.50
Large Cap
Jul
89.30
7.40
0.60
Aug
89.50
Mid Cap
Small Cap
8.00
0.00
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
10.50%
16.38%
11.15%
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
12,824
49634
87,504
13.04%
22.06%
15.10%
Monthly SIP of 1,000