FundLens
56
Large CapHold

HDFC Large Cap

HDFC · Direct–Growth · rank #16 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
1.4%
+3.2% vs index
3 Years
10.6%
+2.5% vs index
5 Years
11.9%
+4.1% vs index
Since launch
13.1%

Year-by-year performance

last entry = YTD
2021
+29.3%
2022
+11.3%
2023
+30.8%
2024
+12.3%
2025
+8.6%
2026
-3.8%

Why this score

HDFC Large Cap scores 56/100 — #16 of 35 Large Cap fund (Hold). It stands out for 5y return and fund size — beating 91% of peers on 5y return. The main drag is its 3y return (better than only 32% of peers).

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

5Y return11.88% · 91st percentile in category
3Y return10.64% · 32nd percentile in category
Fund size40197.89 Cr · 90th percentile in category
Sharpe ratio0.30 · 39th percentile in category
Sortino ratio0.41 · 38th percentile in category
Expense ratio1.02% · 59th percentile in category

Top holdings

top 5 = 33.2% of portfolio
1.ICICI Bank Ltd9.86%
2.HDFC Bank Ltd7.21%
3.Bharti Airtel Ltd5.85%
4.Kotak Mahindra Bank Ltd5.28%
5.Titan Company Ltd5%

45 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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