Hdfc Large And Mid Cap Fund Regular Plan Idcw

Risk: Very High
₹ 40.26
NAV (Oct 21,2024)

The HDFC Large and Mid Cap Fund - Regular Plan - IDCW is an investment scheme that aims to provide growth opportunities by investing in a mix of large and mid-sized companies. With an expense ratio of 1.73%, the fund is well-established, having been launched on January 19, 2009. With a minimum investment of INR 100 and no lock-in period, it offers flexibility to investors. The fund has a market-oriented approach, with a PE ratio of 35.68 and a PB ratio of 5.93, indicating potential for growth.

Hdfc Large And Mid Cap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Large And Mid Cap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.68
  • P/B Ratio
    UM_URBAN_MONEY

    5.93
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.73%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 15021.93 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 23, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,208.75 (2.09%)₹ 11,787.67 (17.88%)₹ 14,049.61 (40.50%)₹ 17,175.56 (71.76%)₹ 30,467.51 (204.68%)
₹ 30,000₹ 30,626.25 (2.09%)₹ 35,363.01 (17.88%)₹ 42,148.83 (40.50%)₹ 51,526.68 (71.76%)₹ 91,402.53 (204.68%)
₹ 50,000₹ 51,043.75 (2.09%)₹ 58,938.35 (17.88%)₹ 70,248.05 (40.50%)₹ 85,877.8 (71.76%)₹ 1,52,337.55 (204.68%)
₹ 80,000₹ 81,670 (2.09%)₹ 94,301.36 (17.88%)₹ 1,12,396.88 (40.50%)₹ 1,37,404.48 (71.76%)₹ 2,43,740.08 (204.68%)
₹ 1,00,000₹ 1,02,087.5 (2.09%)₹ 1,17,876.7 (17.88%)₹ 1,40,496.1 (40.50%)₹ 1,71,755.6 (71.76%)₹ 3,04,675.1 (204.68%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd5.27%
  • TREPS Tri party Repo4.93%
  • ICICI Bank Ltd3.76%
  • Infosys Limited2.09%
  • State Bank of India1.80%
  • Axis Bank Ltd1.72%
  • Larsen and Toubro Ltd1.71%
  • Reliance Industries Ltd1.57%
  • Power Finance Corporation Ltd1.55%
  • MphasiS Limited1.55%
  • NTPC Limited1.44%
  • Tata Consultancy Services Ltd1.44%
  • Gland Pharma Ltd1.42%
  • Indusind Bank Ltd1.38%
  • Prestige Estates Projects Ltd1.27%
  • Bajaj Finance Ltd1.25%
  • Trent Ltd1.23%
  • Bharti Airtel Ltd1.19%
  • ITC Ltd1.18%
  • Bharat Electronics Ltd1.11%
  • Max Healthcare Institute Limited1.10%
  • LIC Housing Finance Ltd1.07%
  • Tata Motors Ltd1.04%
  • Jindal Steel & Power Ltd1.03%
  • Ambuja Cements Ltd1.02%
  • Lupin Ltd0.98%
  • Indian Hotels Company Ltd0.94%
  • Ajanta Pharma Limited0.94%
  • Hindustan Petroleum Corp Ltd0.93%
  • Sun Pharmaceutical Industries Ltd0.92%
  • Mahindra & Mahindra Financial Services Ltd0.91%
  • Hindustan Aeronautics Limited0.89%
  • Aurobindo Pharma Ltd0.88%
  • Shriram Finance Ltd0.88%
  • Apollo Tyres Ltd0.86%
  • Maruti Suzuki India Limited0.85%
  • Tata Consumer Products Limited0.84%
  • IDFC First Bank Limited0.80%
  • Bharat Forge Ltd0.78%
  • Coforge Limited0.78%
  • Bank of Baroda0.77%
  • Timken India Ltd0.75%
  • Max Financial Services Ltd0.74%
  • Tata Motors Limited DVR0.71%
  • Tata Communications Limited0.71%
  • HCL Technologies Ltd0.71%
  • Bharat Petroleum Corporation Ltd0.71%
  • Tech Mahindra Ltd0.69%
  • NHPC Ltd0.65%
  • Crompton Greaves Consumer Elec Ltd0.64%
  • Five Star Business Finance Limited0.62%
  • SRF Ltd0.61%
  • Hindalco Industries Ltd0.60%
  • Delhivery Limited0.60%
  • Zee Entertainment Enterprises Ltd0.60%
  • Power Grid Corporation of India Ltd0.60%
  • Emami Ltd0.59%
  • Cholamandalam Investment & Finance Co Ltd0.59%
  • Ipca Laboratories Ltd0.56%
  • Titagarh Wagons Limited0.56%
  • REC Limited0.55%
  • DCX Systems Limited0.55%
  • Cipla Ltd0.54%
  • Persistent Systems Limited0.54%
  • LTIMindtree Limited0.54%
  • ACC Ltd0.53%
  • Tata Steel Ltd0.53%
  • Torrent Pharmaceuticals Ltd0.52%
  • Kotak Mahindra Bank Limited0.51%
  • CIE Automotive India Ltd0.50%
  • Embassy Office Parks REIT0.50%
  • Solar Industries India Ltd0.50%
  • The Federal Bank Ltd0.50%
  • GAIL India Ltd0.50%
  • Sona Blw Precision Forgings0.49%
  • SBI CARDS AND PAYMENT SERVICES LIMITED0.49%
  • Sterling and Wilson Renewable Energy Ltd0.48%
  • Oil & Natural Gas Corporation Ltd0.48%
  • HDFC Life Insurance Company Limited0.47%
  • PI Industries Ltd0.47%
  • Redington Ltd0.46%
  • The Phoenix Mills Limited0.46%
  • Carborundum Universal Ltd0.44%
  • PB FINTECH LIMITED Policy Bazaar0.44%
  • Balkrishna Industries Ltd0.42%
  • AIA Engineering Ltd0.42%
  • Mahindra & Mahindra Ltd0.42%
  • Motilal Oswal Financial Services Ltd0.41%
  • Supreme Industries Ltd0.41%
  • Bata India Ltd0.41%
  • Eris Lifesciences Ltd0.41%
  • Bharat Heavy Electricals Ltd0.40%
  • Voltas Ltd0.39%
  • Dr Reddys Laboratories Ltd0.39%
  • Havells India Ltd0.39%
  • Eicher Motors Ltd0.38%
  • CREDITACCESS GRAMEEN LIMITED0.38%
  • Tata Chemicals Ltd0.37%
  • Paradeep Phosphates Limited0.37%
  • Indraprastha Gas Ltd0.37%
  • GUJARAT FLUOROCHEMICALS LIMITED0.37%
  • Ashok Leyland Ltd0.36%
  • PVR LIMITED0.36%
  • Navin Fluorine International Ltd0.35%
  • Sundaram Finance Ltd0.34%
  • Avalon Technologies Limited0.33%
  • Au Small Finance Bank Ltd0.32%
  • InterGlobe Aviation Ltd0.30%
  • Kajaria Ceramics Ltd0.29%
  • SULA VINEYARDS LIMITED0.29%
  • Jubilant Foodworks Limited0.28%
  • Bank of India0.28%
  • Aavas Financiers Ltd Formerly known as Au Housing Finance Ltd0.27%
  • Container Corporation of India Ltd0.26%
  • KAYNES TECHNOLOGY INDIA LIMITED0.26%
  • Indian Bank0.26%
  • Gujarat State Petronet Ltd0.25%
  • Oil India Limited0.24%
  • TEGA INDUSTRIES LIMITED0.24%
  • Exide Industries Ltd0.24%
  • United Spirits Limited0.23%
  • HDFC S&P BSE SENSEX ETF0.22%
  • Star Health and Allied Insurance Company Ltd0.21%
  • Macrotech Developers Limited0.20%
  • Cholamandalam Financial Holdings Ltd0.20%
  • Chambal Fertilizers & Chemicals Ltd0.20%
  • COMPUTER AGE MANAGEMENT SERVICES0.19%
  • Blue Star Ltd0.18%
  • Glenmark Pharmaceuticals Ltd0.18%
  • Canara Bank0.17%
  • Sun TV Network Limited0.16%
  • TVS Motor Company Ltd0.16%
  • Fsn Ecommerce Ventures Limited Nykaa0.16%
  • Samvardhana Motherson International Ltd0.15%
  • Life Insurance Corporation of India0.15%
  • Sundram Fasteners Ltd0.15%
  • Oriental Carbon & Chemicals Ltd0.14%
  • Ikio Lighting Limited0.14%
  • Jio Financial Services Limited0.14%
  • SAPPHIRE FOODS INDIA LIMITED0.14%
  • NLC India Ltd0.13%
  • Aditya Birla Fashion and Retail Ltd0.12%
  • L&T Technology Services Ltd0.12%
  • Aarti Industries Ltd0.12%
  • CarTrade Tech Limited0.11%
  • United Breweries Ltd0.11%
  • eClerx Services Limited0.11%
  • ONE COMMUNICATIONS LIMITED Paytm0.09%
  • Indian Railway Catering And Tourism Corp Ltd0.09%
  • Motherson Sumi Wiring India Limited0.08%
  • Zomato Ltd0.08%
  • Hindustan Unilever Ltd0.08%
  • NBCC INDIA Ltd0.07%
  • LG Balakrishnan & Bros Ltd0.07%
  • Chemplast Sanmar Limited0.07%
  • Whirlpool of India Ltd0.06%
  • Reliance Power Ltd0.06%
  • Delta Corp Ltd0.06%
  • Union Bank of India0.06%
  • ICICI Prudential Life Insurance Company Ltd0.06%
  • JSW Infrastructure Limited0.06%
  • Nazara Technologies Limited0.05%
  • Clean Science & Technology Ltd0.05%
  • Central Depository Services India Ltd0.04%
  • Dixon Technologies India Ltd0.04%
  • Titan Company Ltd0.04%
  • Indigo Paints Limited0.04%
  • Hero MotoCorp Ltd0.03%
  • Godrej Consumer Products Ltd0.02%
  • Aarti Pharmalabs Limited0.02%
  • TCI Express Ltd0.02%
  • Bharti Airtel Ltd PARTLY PAID UP SHARES0.02%
  • Syngene International Limited0.02%
  • ICICI Lombard General Insurance Co0.02%
  • LATENT VIEW ANALYTICS LIMITED0.02%
  • Atul Ltd0.00%
  • Net Current Assets-0.19%

Holdings Analysis

Fund Managers

GA

Mr. Gopal AgrawalChief Investment Officer

He has over 7 years of experience in the field of finance and financial related services. Mr. Agrawal is responsible for supervision and management of Equity Investments. Prior to this assignment, Mr. Agrawal was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.

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FAQ's

What is the risk level associated with the HDFC Large and Mid Cap Fund - Regular Plan - IDCW?

The HDFC Large and Mid Cap Fund - Regular Plan - IDCW is a mutual fund with a Very High risk profile.

What is the current NAV (Net Asset Value) of the HDFC Large and Mid Cap Fund - Regular Plan - IDCW as of Oct 21,2024?

The current NAV of the HDFC Large and Mid Cap Fund - Regular Plan - IDCW as of Oct 21,2024 is INR 40.26.

What are the returns generated by the HDFC Large and Mid Cap Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The HDFC Large and Mid Cap Fund - Regular Plan - IDCW has delivered impressive returns of 45.90% in 1 year, 27.09% in 3 years, and 21.08% in 5 years.

What is the expense ratio associated with the HDFC Large and Mid Cap Fund - Regular Plan - IDCW?

The HDFC Large and Mid Cap Fund - Regular Plan - IDCW has an expense ratio of 1.73%.

What is the minimum investment amount required for the HDFC Large and Mid Cap Fund - Regular Plan - IDCW?

The minimum investment needed for HDFC Large and Mid Cap Fund - Regular Plan - IDCW is INR 100.

Is there a systematic investment plan (SIP) available for the HDFC Large and Mid Cap Fund - Regular Plan - IDCW?

Yes, SIP is available for HDFC Large and Mid Cap Fund - Regular Plan - IDCW with a minimum investment of INR 100 per month.

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