FundLens
57
Large & Mid CapHold

HDFC Large And Mid Cap

HDFC · Direct–Growth · rank #14 of 34 by Smart Score

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
1.3%
-1.2% vs index
3 Years
15.8%
5 Years
16.4%
Since launch
13.4%

Year-by-year performance

last entry = YTD
2021
+44.0%
2022
+9.1%
2023
+38.9%
2024
+20.4%
2025
+6.9%
2026
-0.1%

Why this score

HDFC Large And Mid Cap scores 57/100 — #14 of 34 Large & Mid Cap fund (Hold). It stands out for 5y return and fund size — beating 79% of peers on 5y return. The main drag is its volatility (better than only 20% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

5Y return16.44% · 79th percentile in category
Volatility16.56 · 20th percentile in category
Fund size29284.71 Cr · 87th percentile in category
Sharpe ratio0.73 · 64th percentile in category
1Y return1.29% · 27th percentile in category
Sortino ratio0.84 · 61st percentile in category

Other Large & Mid Cap funds