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EquityLarge & Mid Cap FundDirect · Growth

HDFC Large and Mid Cap Fund - Growth Option - Direct Plan

HDFC · Scheme 130498

₹372.94▼ 0.37%NAV · 2026-09-18
57
Decent FundScore
Start SIP
AUM
₹29,285 cr
Expense ratio
0.90%
3Y CAGR
15.6%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Vinay KulkarniExit load: Exit load of 1% if redeemed within 1 year
Decent · 57/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Strong long-term record — 16.3% CAGR over 5 years.
  • ✓Compounding well recently — 15.6% CAGR over 3 years.
  • ✓3Y CAGR: +15.6%
  • ✓5Y CAGR: +16.3%
  • ✓Positive 3Y windows: 94% of rolling 3Y windows positive

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.46) — took on risk without enough payoff.
  • •1Y return: +4.8%
  • •1Y return vs category: -1.9% vs category avg

FundScore breakdown

57/100 · Decent
How it works →
59
Returns
Decent
58
Consistency
Decent
45
Risk-adjusted
Weak
42
Downside protection
Weak
76
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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