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EquityLarge Cap FundDirect · Growth

HDFC Large Cap Fund - Growth Option - Direct Plan

HDFC · Scheme 119018

1,258.94 0.67%NAV · 2026-08-05
55
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.6%
Risk level
High
Min SIP
Benchmark
Nifty 100 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.01%
3 Months+6.05%
6 Months-0.77%
1 Year+3.23%
3 Years (CAGR)+11.64%
5 Years (CAGR)+13.07%
10 Years (CAGR)+13.28%
Since Launch+13.37%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns51
Consistency66
Risk-adjusted37
Downside protection39
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 5Y CAGR vs category: +1.9% vs category avg
  • 10Y CAGR: +13.3%
  • Positive 3Y windows: 97% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.5%
  • Alpha vs benchmark: +3.2%

What to watch

  • 1Y return: +3.2%
  • Beat category: beat category in 50% of windows
  • Sharpe ratio: 0.46
  • Sortino ratio: 0.58

Risk metrics

Sharpe ratio
0.46
Sortino ratio
0.58
Volatility
17.04%
Max drawdown
-40.81%
Downside capture
94.50%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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