HDFC Large and Mid Cap Fund Growth

• Alpha -0.61%
• Beta 1.00
• Sharpe Ratio1.39
• Std Deviation 13.27%
• Tracking Error 5.11%

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 Growth has an AUM of 16756.88 crores & has delivered CAGR of 20.82% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.69%. The minimum investment in HDFC Large and Mid Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

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

The top holdings of the fund include HDFC Bank, ICICI Bank, Treps - Tri-Party Repo & State Bank Of India.

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

Some of the similar funds are ICICI Prudential Large & Mid Cap Fund Growth, HDFC Large and Mid Cap Fund Growth, Kotak Equity Opportunities Fund Growth, Axis Growth Opportunities Fund Regular Growth, Canara Robeco Emerging Equities Growth. HDFC Large and Mid Cap Fund Growth has a sharpe ratio of 1.39 & a standard deviation of 13.27%.