HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Gopal Agrawal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.82% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹17314 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 2.47% |
Size breakup
HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 4.32% | 4.32% |
6 Month Returns | 19.89% | 19.89% |
1 Year Returns | 44.59% | 44.59% |
3 Years Returns | 92.31% | 24.36% |
5 Years Returns | 142.85% | 19.42% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan | -5.62 | 0.79 | -1.11 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan | 1.15 | 0.99 | 1.01 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan | 2.3 | 1.14 | 0.67 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Large and Mid Cap Fund Direct Reinvestment of Income Distribution cum Cptl Wdrl Opt Plan | 13.66 | 14.2 | 20.69 |