HDFC Large and Mid Cap Fund Growth

Diversified

Equity

India Growth

Large Cap

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

What This Strategy Does

HDFC Large and Mid Cap Fund Growth is an equity fund which captures India's ₹200+ trillion market capitalization through a diversified portfolio spanning financials, industrials, and healthcare sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-2.0% AnnuallyAlpha

+13.1% vs +9.5% benchmarkSince Inception

+10.8% vs +5.7% benchmark3Y Annualized

+11.0% vs +4.7% benchmark5Y Annualized

HDFC Large and Mid Cap Fund Growth

Benchmark Index

Benchmark Performance Comparison

HDFC Large and Mid Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation18.8%

Sharpe Ratio-0.17

Beta1.01

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Captures the growth potential of India's leading enterprises across market capitalizations. This flexible approach allows the fund to dynamically allocate capital toward the most compelling risk-reward opportunities, whether that's stability in large-caps or emerging winners in the mid-cap space.

Portfolio Holdings Overview

SectoralAllocation

Financial Services30.22%

Capital Goods17.58%

Consumers16.85%

Services16.53%

Energy & Infra6.12%

Technology8.95%

Utilities3.75%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Bank LtdFinancial Services3.83%

ICICI Bank LtdFinancial Services3.48%

Axis Bank LtdFinancial Services1.92%

Bharti Airtel LtdServices1.86%

Reliance Industries LtdEnergy & Infra1.59%

Fortis Healthcare LtdServices1.54%

Max Financial Services LtdFinancial Services1.53%

State Bank of IndiaFinancial Services1.42%

Maruti Suzuki India LtdConsumers1.35%

Infosys LtdTechnology1.32%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Gopal Agrawal

Lead Portfolio Manager

Mr. Gopal Agrawal has experience of 20 years. Manages 19 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹2,15,942 Cr Holds a MBM degree.

Dhruv Muchhal

Co-Portfolio Manager

Mr. Dhruv Muchhal has experience of 13 years. Manages 334 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹4,43,585 Cr Holds a B.Com degree.

CW Expert Take

HDFC AMC brings institutional rigour to focussed investing. Their strength lies in process consistency, whether managing large-cap equity or credit strategies, they maintain disciplined frameworks that have weathered multiple market cycles. The fund house benefits from deep research capabilities and a stable investment team that translates macro insights into portfolio positioning.

34 years

Combined Team Experience

₹ 6,59,527 Cr

Assets Under Management

Firm Overview

AMCHDFC Asset Management Co Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.59%

Exit Load1

Regulatory & Tax Information

INF179KA1RT1

ISIN

DailyDealing Frequency

Nifty LargeMidcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)