HDFC Large and Mid Cap Fund Direct Growth

Scheme code: INF179KA1RQ7 NAV value: ₹ 335.4330 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.04	57.29	30.43	30.46
3 year	12.61	40.89	25.21	21.66
5 year	-1.74	35.08	15.69	16.04
7 year	8.69	20.18	14.47	15.02
10 year	12.21	16.15	14.47	16.29

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	30.43
3 year	6.28	33.32	15.79	25.21
5 year	3.54	26.02	13.5	15.69
7 year	3.33	15.62	11.71	14.47
10 year	3.49	17.22	10.6	14.47
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	30.43
3 year	9.08	58.7	29.31	25.21
5 year	3.67	48	18.04	15.69
7 year	3.8	31.03	14.14	14.47
10 year	3.8	28.93	12.39	14.47
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	30.43
3 year	7.68	33.37	17.09	25.21
5 year	2.35	27.63	13.51	15.69
7 year	3.76	16.01	12.07	14.47
10 year	3.56	16.94	10.92	14.47
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	30.43
3 year	-7.78	14.62	4.22	25.21

Rolling return for 1 year

- Average return: 30.43% - Median return: 35.61% - Average standard deviation: 5.32

Rolling return for 3 year

- Average return: 25.21% - Median return: 24.27% - Average standard deviation: 2.15

Rolling return for 5 year

- Average return: 15.69% - Median return: 14.5% - Average standard deviation: 1.07

Rolling return for 7 year

- Average return: 14.47% - Median return: 14.56% - Average standard deviation: 0.66

Rolling return for 10 year

- Average return: 14.47% - Median return: 14.47% - Average standard deviation: 0.5

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,14,320	1,14,320	9.53
3 year	36,00,000	51,47,533	15,47,533	12.66
5 year	60,00,000	97,52,679	37,52,679	10.20
7 year	84,00,000	1,63,54,982	79,54,982	9.99
10 year	1,20,00,000	3,25,39,118	2,05,39,118	10.49

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	9.53
3 year	7.3	12.66
5 year	7.48	10.2
7 year	6.39	9.99
10 year	5.95	10.49

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.53
3 year	20.64	12.66
5 year	13	10.2
7 year	9.48	9.99
10 year	7.99	10.49

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.53
3 year	8.22	12.66
5 year	7.77	10.2
7 year	6.6	9.99
10 year	6.23	10.49

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	9.53
3 year	1.11	12.66

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,320 - Absolute Returns: ₹1,14,320 - CAGR: 9.53%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,47,533 - Absolute Returns: ₹15,47,533 - CAGR: 12.66%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,52,679 - Absolute Returns: ₹37,52,679 - CAGR: 10.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,63,54,982 - Absolute Returns: ₹79,54,982 - CAGR: 9.99%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,25,39,118 - Absolute Returns: ₹2,05,39,118 - CAGR: 10.49%