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HDFC Large and Mid Cap Fund - Regular - 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 21st September, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 14-Sep-21 9964.90 -0.35% - -0.32% 15/30
1 Month 20-Aug-21 10684.00 6.84% - 6.53% 13/30
3 Month 21-Jun-21 11060.50 10.60% - 12.21% 23/30
6 Month 19-Mar-21 12344.60 23.45% - 23.79% 20/30
YTD 01-Jan-21 13833.20 38.33% - 34.16% 14/30
1 Year 21-Sep-20 16897.70 68.98% 68.98% 62.96% 10/30
2 Year 20-Sep-19 16544.20 65.44% 28.54% 28.66% 10/26
3 Year 21-Sep-18 16286.50 62.86% 17.64% 17.98% 15/24
5 Year 21-Sep-16 19459.30 94.59% 14.23% 15.14% 15/23
10 Year 21-Sep-11 32497.00 224.97% 12.50% 16.17% 21/21
Since Inception 18-Feb-94 242473.10 2324.73% 12.24% 19.69% 29/30

SIP Returns (NAV as on 21st September, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 21-Sep-20 12000 15802.12 31.68 % 63.29 %
2 Year 20-Sep-19 24000 37260.21 55.25 % 48.75 %
3 Year 21-Sep-18 36000 57093.95 58.59 % 32.31 %
5 Year 21-Sep-16 60000 99442.41 65.74 % 20.29 %
10 Year 21-Sep-11 120000 253339.6 111.12 % 14.29 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.76% 6.84% 10.60% 23.45% 39.31% 68.98% 28.54% 17.64% 14.23%
Nifty 50 0.95% 6.76% 11.53% 19.11% 25.61% 56.10% 24.73% 16.36% 14.87%
Benchmark: Nifty 50 0.72% 7.60% 11.08% 23.27% 34.64% 66.21% 31.77% 18.96% 17.09%
Category Average 0.67% 6.53% 12.21% 23.79% 34.16% 62.96% 28.66% 17.98% 15.14%
Category Rank 13/30 6/30 18/30 19/30 4/30 7/30 7/26 8/24 4/23
Best in Category 1.18% 9.50% 17.67% 29.32% 40.41% 73.85% 36.79% 24.69% 20.99%
Worst in Category -0.09% 4.72% 8.46% 18.32% 25.80% 46.48% 24.18% 13.50% 12.08%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2020 23.45% 24.82% 24.78% 18.64%
Q4 - 2020 21.37% 22.46% 22.04% 18.7%
Q4 - 2020 20.97% 22.46% 22.04% 18.7%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -30.54% -29.43% -28.89% -26.59%
Q1 - 2020 -30.39% -29.43% -28.89% -26.59%
Q3 - 2015 -6.91% -5.96% -5.40% -1.8%

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