
HDFC Large & Mid Cap Fund(G)-Direct Plan
+13.94%
5Y annualised
+13.94%
5Y annualised
+0.13% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹357.92
Min. SIP amount
₹100
Fund size (AUM)
30294 Cr
Expense ratio
0.84%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 16 Sep 2026
₹357.92
Min. SIP amount
₹100
Fund size (AUM)
30294 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
44.12%
Mid Cap
37.64%
Small Cap
17.28%
Others
0.96%
Sector Allocation
Bank
16.96%
Healthcare
13.64%
Finance
11.27%
Automobile & Ancillaries
10.50%
It
7.52%
Chemicals
4.07%
Crude Oil
3.26%
Retailing
3.02%
Others
26.63%
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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