HDFC Large & Mid Cap Fund - Direct - Growth
Equity Schemes by HDFC Asset Management Company Limited
3Y Returns (CAGR)
12.56%
Expense Ratio
0.86%
as of 01/03/2026
AUM
₹5,319.95 Cr
Qtr End: Jun 26
NAV
₹349.383
as of 14/10/2026
3Y Returns (CAGR)
12.56%
Expense Ratio
0.86%
as of 01/03/2026
AUM
₹5,319.95 Cr
Qtr End: Jun 26
NAV
₹349.383
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -5.06% | -18.77% | 11.93% |
| 6M | -1.40% | -2.78% | 12.84% |
| 1Y | -4.98% | -4.98% | 15.44% |
| 3Y | 42.62% | 12.56% | 15.15% |
| 5Y | 73.78% | 11.69% | 15.08% |
Scheme Details
- Launch Date
- 06/01/1994
- Fund Age
- 32.7 years
- Minimum Investment
- ₹5,000
- Fund House
- HDFC Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
Helios Large & Mid Cap Fund - Direct - Growth
3Y CAGR-
TER1.10%
AUM₹131.52 Cr
HSBC Large & Mid Cap Fund - Direct - Growth
3Y CAGR17.71%
TER1.45%
AUM₹806.29 Cr
Invesco India Large & Mid Cap Fund - Direct - Growth
3Y CAGR21.35%
TER0.80%
AUM₹2,318.06 Cr
WhiteOak Capital Large & Mid Cap Fund - Direct - Growth
3Y CAGR-
TER0.90%
AUM₹109.76 Cr
Motilal Oswal Large and Midcap Fund - Direct - Growth
3Y CAGR22.18%
TER0.93%
AUM₹7,547.99 Cr
Bandhan Large & Mid Cap Fund - Direct - Growth
3Y CAGR17.49%
TER1.23%
AUM₹3,944.29 Cr
BANK OF INDIA LARGE & MID CAP FUND - Direct - Growth
3Y CAGR13.39%
TER1.48%
AUM₹46.75 Cr