NAV as on 30 Aug 2021173.96802.59 (1.51%)

Fund Key Highlights
1. The Current Net Asset Value of the HDFC Large and Mid Cap Fund - Regular Plan as of 30 Aug 2021 is Rs 173.9680 for Growth option of its Regular plan.
2. Its trailing returns over different time periods are: 63.9% (1yr), 15.92% (3yr), 12.98% (5yr) and 12.0% (since launch). Whereas, Category returns for the same time duration are: 56.53% (1yr), 15.02% (3yr) and 14.27% (5yr).

Show More +

Things you should consider

  • Riskometer

    HDFC

    Investors understand that their principal will be at Very High risk.

  • Annualized return for the last 3 years

  • Suggested Investment Horizon

  • Average time taken to double the money since inception

Fund NAV Range

Asset Allocation

Loading...

Current vs Stated Allocation

Investment Growth

Loading...

Other MFs

Indices

ETFs

Stocks

NPS Schemes

Enter investment amount:

Rs. 500

Rs. 1000

Rs. 5000

OR

Only one asset can be added for purpose of comparison

Existing investor

Evaluate your investment performance

OR

Top 5 Peer Comparison

My Transactions

About Fund
1. HDFC Large and Mid Cap Fund - Regular Plan is Open-ended Large & MidCap Equity scheme which belongs to HDFC Mutual Fund House.
2. The fund was launched on Feb 18, 1994.

Investment objective & Benchmark
1. The investment objective of the fund is that The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
2. It is benchmarked against NIFTY Large Midcap 250 Total Return Index.

Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 91.93% in equities, 0.0% in debts and 8.07% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 40.25% of the assets, the top 3 sectors constitute around 51.98% of the assets.
3. The fund largely follows a Blend oriented style of investing and invests across market capitalisations - around 53.4% in giant & large cap companies, 43.5% in mid cap and 3.11% in small cap companies.

Tax Implications
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.

Frequently Asked Questions (FAQs)
Q: Is it safe to invest in HDFC Large and Mid Cap Fund - Regular Plan?
A: As per SEBI’s latest guidelines to calculate risk grades, investment in the HDFC Large and Mid Cap Fund - Regular Plan comes under Very High risk category.

Q: What is the category of HDFC Large and Mid Cap Fund - Regular Plan?
A: HDFC Large and Mid Cap Fund - Regular Plan belongs to the Equity: Large & MidCap category of funds.

Q: How Long should I Invest in HDFC Large and Mid Cap Fund - Regular Plan?
A: The suggested investment horizon of investing into HDFC Large and Mid Cap Fund - Regular Plan is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.

Q: Who manages the HDFC Large and Mid Cap Fund - Regular Plan?
A: The HDFC Large and Mid Cap Fund - Regular Plan is managed by Gopal Agrawal (Since Jul 16, 2020) and Amar Kalkundrikar (Since Jan 10, 2019).

Write us

Find us at the office

Zawodniak- Bushar street no. 43, 41415 Nouakchott, Mauritania

Give us a ring

Janeicia Dischner
+77 583 658 542
Mon - Fri, 10:00-15:00

Tell us about you