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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹25,295 Cr
Lock In Period
N/A
Expense Ratio
1.64
Benchmark
Nifty Large Midcap 250 Total Return
Exit Load
In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Summary
Latest details for HDFC Large and Mid Cap Fund - Growth include a ₹336.965 NAV as of Apr 22,2026 and returns since inception of 71.11%. Minimum investments start at SIP ₹100. The HDFC Large and Mid Cap Fund - Growth AUM is ₹25,295 Cr, with a lock-in of N/A years, expense ratio of 1.64%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 8.42% returns, against a category average of 2.13% and a category best of 12.07%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 8.42 | 2.13 | 12.07 |
| 6M | -3.34 | 1.84 | 29.78 |
| 1Y | 5.54 | 5.98 | 40.44 |
| 3Y | 19.61 | 17.56 | 134.87 |
Portfolio Analysis
- Equity: 98.61%
- Debt: 1.00%
- Others
As on: 2026-03-31
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About Fund
HDFC Large and Mid Cap Fund - Growth managed by HDFC Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹25,295 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.64. Under the expert guidance of Gopal Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Gopal Agrawal
Mr. Agrawal is Bachelor of Engineering & an MBM. Prior to this assignment, he was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Large & Mid Cap Fund Growth | 3 | 13973.12 CR | 1.69 |
| This FundEdelweiss Large & Mid Cap Fund Growth | 3 | 4066.61 CR | 1.86 |
| This FundHDFC Large and Mid Cap Fund - Growth | 3 | 25294.79 CR | 1.64 |
| This FundInvesco India Large & Mid Cap Fund Growth | 5 | 8436.02 CR | 1.76 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 4 | 13995.29 CR | 1.7 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Large & Mid Cap Fund Growth | 8.5855 | 70.2424 |
| This FundEdelweiss Large & Mid Cap Fund Growth | 9.6384 | 70.4301 |
| This FundHDFC Large and Mid Cap Fund - Growth | 5.5444 | 71.1063 |
| This FundInvesco India Large & Mid Cap Fund Growth | 9.5144 | 95.4714 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 15.2378 | 102.755 |
FAQs
HDFC Large and Mid Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Large and Mid Cap Fund - Growth is 1.64. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Large and Mid Cap Fund - Growth’s fund performance is as follows:
- 1 Month : 8.42%
- 6 Months : -3.34%
- 1 Year : 5.54%
- 3 Years : 19.61%
You can invest in HDFC Large and Mid Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Large and Mid Cap Fund - Growth is ₹25,295 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Large and Mid Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500