Comprehensive analysis of HDFC Large and Mid Cap Fund (IDCW) (10264) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Asset Management Company Ltd
To provide long-term capital appreciation by investing predominantly in large cap companies.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 2.24% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 5.22% |
| ICICI Bank Ltd | Banks | 3.87% |
| Bharti Airtel Ltd | Telecomm-Service | 2.07% |
| Infosys Ltd | IT - Software | 1.90% |
| Axis Bank Ltd | Banks | 1.72% |
| Mphasis Ltd | IT - Software | 1.63% |
| Fortis Healthcare Ltd | Healthcare | 1.54% |
| Max Financial Services Ltd | Finance | 1.48% |
| State Bank of India | Banks | 1.27% |
| Kotak Mahindra Bank Ltd | Banks | 1.26% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1569.51 | 16.72% | 0.82% | 20.98% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1458.74 | 16.37% | 0.25% | 20.35% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1116.27 | 15.33% | 1.24% | 22.12% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹998.01 | 14.82% | 0.36% | 21.05% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹994.35 | 17.65% | -3.72% | 14.37% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹893.12 | 17.18% | -4.48% | 13.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹675.68 | 13.77% | -4.00% | 20.49% |
| SBI Large & Midcap Fund - Direct (G) | ₹673.64 | 15.58% | 2.17% | 18.27% |
| SBI Large & Midcap Fund (G) | ₹620.27 | 15.09% | 1.29% | 17.24% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹604.04 | 13.18% | -4.98% | 19.31% |
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