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HDFC Large and Mid Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : HDFC Mutual Fund
  • Latest (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Large & Mid Cap Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 17th September, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 09-Sep-21 10143.00 1.43% - 1.22% 7/28
1 Month 17-Aug-21 10589.80 5.90% - 5.87% 14/28
3 Month 17-Jun-21 11156.20 11.56% - 13.49% 23/28
6 Month 17-Mar-21 12477.70 24.78% - 25.34% 19/28
YTD 01-Jan-21 14011.10 40.11% - 36.67% 6/28
1 Year 17-Sep-20 16531.70 65.32% 65.32% 61.81% 10/28
2 Year 17-Sep-19 17543.50 75.44% 32.40% 33.54% 13/24
3 Year 17-Sep-18 16154.70 61.55% 17.32% 18.35% 14/22
5 Year 16-Sep-16 19813.70 98.14% 14.64% 16.43% 18/22
Since Inception 02-Jan-13 27542.40 175.42% 12.33% 21.69% 28/28

SIP Returns (NAV as on 17th September, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Sep-20 12000 15897.37 32.48 % 64.97 %
2 Year 17-Sep-19 24000 37554.39 56.48 % 49.71 %
3 Year 17-Sep-18 36000 57688.06 60.24 % 33.09 %
5 Year 16-Sep-16 60000 100753.56 67.92 % 20.83 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.96% 5.90% 11.56% 24.78% 41.11% 65.32% 32.40% 17.32% 14.64%
Nifty 50 -0.25% 5.84% 12.07% 19.45% 25.77% 52.70% 27.46% 15.60% 14.89%
Benchmark: Nifty 50 -0.83% 7.05% 12.03% 24.04% 35.75% 62.59% 35.24% 17.99% 17.29%
Category Average -0.84% 5.87% 13.49% 25.34% 36.67% 61.81% 33.54% 18.35% 16.43%
Category Rank 20/28 14/28 23/28 19/28 6/28 10/28 13/24 14/22 18/22
Best in Category -0.27% 8.80% 19.31% 30.01% 42.75% 73.05% 41.87% 25.42% 22.57%
Worst in Category -1.10% 3.02% 9.05% 19.09% 27.90% 45.57% 28.55% 13.70% 12.86%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
No Data Found

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
No Data Found

Forum

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