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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
HDFC Large and Mid Cap Fund - Regular Plan
|
Very High
|
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1.62 |
|||
|
Very High
|
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1.55 |
||||
|
Very High
|
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1.61 |
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|
Very High
|
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1.69 |
||||
|
Very High
|
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1.68 |
₹28,580 Cr
1.00 (365)
100
100
100
6
About HDFC Large and Mid Cap Fund - Regular Plan
HDFC Large and Mid Cap Fund - Regular Plan is a equity mutual fund scheme of HDFC Mutual Fund. Launched on February 18, 1994, it is currently managed by Gopal Agrawal. The fund has an expense ratio of 1.62% with an overall AUM (Assets Under Management) of ₹28,580 Cr.
HDFC Large and Mid Cap Fund - Regular Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Suitability
Large & MidCap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of HDFC Large and Mid Cap Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, HDFC Large and Mid Cap Fund - Regular Plan can be bought from the HDFC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of HDFC Large and Mid Cap Fund - Regular Plan, is ₹320.3450 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.56
|
|
|
3.33
|
|
|
2.06
|
|
|
1.88
|
|
|
1.77
|
Over the past five years, HDFC Large and Mid Cap Fund - Regular Plan has delivered an annualised return of 16.67% as of 19-Mar-2026.
The minimum investment required to start investing in HDFC Large and Mid Cap Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.