
HDFC Large & Mid Cap Fund(G)-Direct Plan
+16.44%
5Y annualised
+16.44%
5Y annualised
-0.20% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹374.06
Min. SIP amount
₹100
Fund size (AUM)
30098 Cr
Expense ratio
0.84%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹374.06
Min. SIP amount
₹100
Fund size (AUM)
30098 Cr
Expense ratio
0.84%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
44.65%
Mid Cap
37.38%
Small Cap
16.77%
Others
1.20%
Sector Allocation
Bank
16.13%
Retailing
13.02%
Healthcare
9.48%
Finance
8.64%
Automobile & Ancillaries
8.09%
Infrastructure
7.17%
It
6.35%
Chemicals
2.72%
Others
26.53%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Gopal Agrawal
Present
Similar/Peer Fund Comparison
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FAQs
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