By Rajendra
Apr 7, 2023
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
ICICI Bank
HDFC Bank
Reliance
Infosys
HDFC
8.97
8.84
6.34
6.13
5.58
Total - 35.86
A minimum of 80% of the funds are invested in large cap stocks.
The fund is by design well diversified
26.67
11.19
9.52
6.88
6.11
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
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,427
46,556
83,900
6.18%
17.48%
13.39%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
9.86%
17.83%
10.15%