HDFC Large and Mid Cap Fund Direct Growth

• Alpha -0.29%
• Beta 1.00
• Sharpe Ratio0.67
• Std Deviation 15.83%
• Tracking Error 5.12%

To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

The HDFC Large and Mid Cap Fund Direct Growth has an AUM of 28580.03 crores & has delivered CAGR of 18.08% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.86%. The minimum investment in HDFC Large and Mid Cap Fund Direct Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services & Software & Programming.

Some of the similar funds are ICICI Prudential Large & Mid Cap Fund Direct Plan Growth, HDFC Large and Mid Cap Fund Direct Growth, SBI Large & Midcap Fund Direct Growth, Kotak Large & Midcap Direct Growth, Canara Robeco Large and Mid Cap Fund Direct Plan Growth Option. HDFC Large and Mid Cap Fund Direct Growth has a sharpe ratio of 0.67 & a standard deviation of 15.83%.