54
Large & Mid CapHold
HDFC Large & Mid Cap
HDFC · Direct–Growth · rank #14 of 36 by Smart Score
Data updated
Trailing returns
1 Year
6.1%
-0.8% vs index
3 Years
15.3%
5 Years
16.6%
Since launch
13.4%
Year-by-year performance
2021
+44.0%—
2022
+9.1%—
2023
+38.9%—
2024
+20.4%+1.9% vs index
2025
+6.9%-1.5% vs index
2026
+1.7%+0.5% vs index
Why this score
HDFC Large & Mid Cap scores 54/100 — #14 of 36 Large & Mid Cap fund (Hold). It stands out for 5y return and fund size — beating 77% of peers on 5y return. The main drag is its 3y return (better than only 37% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return16.65% · 77th percentile in category
Fund size30098.85 Cr · 88th percentile in category
3Y return15.30% · 37th percentile in category
Alpha-1.02 · 30th percentile in category
1Y return6.09% · 23rd percentile in category
Expense ratio0.90% · 60th percentile in category
Top holdings
1.ICICI Bank Ltd3.77%
2.HDFC Bank Ltd3.65%
3.Bharti Airtel Ltd1.9%
4.Axis Bank Ltd1.86%
5.Fortis Healthcare Ltd1.49%
239 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.