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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
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NAV as of ( Sep 09, 2022 )
₹ 204.36 0.39 % 1-D Change
Returns
12.19% p.a.
You get upto 0.96% extra returns
ET Money's Fund Report Card - HDFC Large and Mid Cap Fund
ET Money Rank
8
Out of 21
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
2/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 8 Out of 21 |
| VRO Rating | |
| Expense ratio | 1.24% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 7,006 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. Investment |
SIP ₹ 100 & Lumpsum ₹ 100 |
About HDFC Large and Mid Cap Fund
HDFC Large and Mid Cap Fund Direct- Growth is a Large & MidCap mutual fund scheme from
Hdfc Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. HDFC Large and Mid Cap Fund Direct- Growth has ₹7,006 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.24%, which is higher than what most other
Large & Midcap
funds charge.
.....
- HDFC Large and Mid Cap Fund Direct- Growth returns of last 1-year are 11.87%. Since launch, it has delivered 12.21% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- HDFC Large and Mid Cap Fund Direct- Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund has the majority of its money invested in Financial, Automobile, Energy, Services, Technology sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Infosys Ltd., State Bank of India.
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 50.47%
Mid Cap 38.25%
Small Cap 8.73%
Other Cap 0%
Allocation by Sector
Financial 23.09%
Automobile 10.93%
Energy 10.52%
Services 10.4%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 1.48%
Repo 1.07%
Mutual Fund 0.39%
Other Holdings
Others 1.07%
HDFC S&P BSE Sensex ETF-IDCW 0.39%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large & midcap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Mirae Asset Emerging Bluechip Fund | 16.0% | ||
| Edelweiss Large & Mid Cap Fund | 15.44% | ||
| SBI Large & Midcap Fund | 14.94% | ||
| Quant Large and Mid Cap Fund | 14.79% | ||
| Sundaram Large and Mid Cap Fund | 14.69% | ||
| Canara Robeco Emerging Equities Fund | 14.32% | ||
| DSP Equity Opportunities Fund | 12.31% | ||
| Navi Large & Midcap Fund | 13.13% | ||
| ICICI Prudential Large & Mid Cap Fund | 14.06% | ||
| HDFC Large and Mid Cap Fund | 13.65% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.68% | 2.78% | 15 / 23 |
| 3 months | 16.39% | 17.08% | 15 / 23 |
| 6 months | 12.4% | 9.8% | 4 / 23 |
| 1 year | 11.52% | 6.17% | 4 / 21 |
| 3 years | 23.9% | 22.75% | 8 / 20 |
| 5 years | 13.65% | 12.96% | 10 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
HDFC Large and Mid Cap Fund
EQUITY LARGE & MIDCAP
The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
- Std. Dev : 23.98
- Alpha : 1.93
- Beta : 1.04
- Sharpe : 0.87
- Sortino : 0.99
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Amar Kalkundrikar
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment ??? Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
-
Gopal Agrawal
Mr.Agrawal is a B.E and MBM.
Prior to joining HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
HDFC Mutual Fund
TOTAL AUM:
₹4,18,852 Crs
As on Jun 30, 2022
- Phone: 1800-3010-6767 / 1800-419-7676
-
Address: Ground Floor, Mafatlal House, H.T Parekh Marg
Backbay Reclamation
Churchgate
Mumbai, 400020
