HDFC Large Cap Fund (Equity, Large Cap)

Moderately High
24 yrs 4 monthsStarted on:18 Feb 1994
₹ 1263.89 Cras on: 22 May 2018
Long Term Horizon
2.21%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.

Exit Load

In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.57
1 YR6.35
2 YR15.63
3 YR6.22

SIP Returns

TenureReturns (CAGR)
2 YR8.66
3 YR9.63
5 YR9.33
10 YR9.98

Portfolio

Company Name% Assets
Larsen & Toubro Ltd.9.78
Reliance Industries Ltd.9.68
HDFC Bank Ltd.9.23
ICICI Bank Ltd.8.5
State Bank of India7.79
National Thermal Power Corp. Ltd.7.16
Axis Bank Ltd.5.93
Bharat Petroleum Corpn. Ltd.5.92
Infosys Ltd.5.77
Mahindra & Mahindra Ltd.4.52

Top Sectoral Holdings

Sector Name% Assets
Financial35.22
Energy27.51
Technology12.08
Construction10.08
Automobile8.04
Metals1.28

Indicators

LabelValue
Portfolio turnover ratio16.32
Standard Deviation15.12%
Beta1.07%
Sharpe Ratio0.29

Vinay R Kulkarni,Rakesh Vyas

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd. Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.
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