HDFC Large and Mid Cap Fund
- Investment objective: The HDFC Large and Mid Cap Fund aims to generate long-term capital appreciation/income by investing primarily in equity and equity-related instruments. Investments are done both in large and mid-cap funds.
- Returns: The fund has delivered competitive returns across different timeframes. For instance, its one-year trailing return is 47.48%, while its five-year trailing return is 21.85%. (As on March 11th 2024)
- Fund size: The fund has a substantial asset base of Rs 16033.22 crore as of Jan 31, 2024.
- Expense ratio: The expense ratio of the fund is 1.69% for the regular plan, which is higher than the direct plan’s expense ratio of 0.82%.
- Investment strategy: The fund invests in a combination of large-cap and mid-cap companies, providing flexibility to the fund manager to invest in companies with high growth potential.
- Risks involved: Like other equity funds, HDFC Large and Mid Cap Fund also carries inherent market risks. The fund’s value can fluctuate due to market movements.
Overall, the HDFC Large and Mid Cap Fund appears to be a good option for investors seeking long-term capital appreciation through exposure to a diversified portfolio of large-cap and mid-cap companies. However, it’s crucial to consider your risk tolerance and investment goals before making any investment decisions.
HDFC Large and Midcap fund review in Tamil
Here are some additional points to consider:
- Investment horizon: This fund is suitable for investors with a long-term investment horizon (ideally, at least five years or more) as it invests in equity markets which can be volatile in the short term.
- Asset allocation: The fund primarily invests in equities with a small portion in cash and cash equivalents. This indicates that the fund’s returns are directly linked to the performance of the equity markets.
- Comparison with other funds: It’s advisable to compare the HDFC Large and Mid Cap Fund with other similar funds in terms of returns, expense ratios, and investment strategies before making a final decision.
Disclaimer. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Kindly perceive this as news and not recommendation. Do your due-diligence before investing.