HDFC Large and Mid Cap Fund Direct Growth

Scheme code: INF179KA1RQ7 NAV value: ₹ 323.9260 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 17.27 57.86 41.59 40.13
3 year 18.39 29.86 24.95 21.18
5 year 19.82 28.85 24.25 22.35
7 year 16.37 20.18 17.84 16.68
10 year 13.70 16.15 14.97 17.22

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 41.59
3 year 7.63 16.87 13.32 24.95
5 year 12.6 19.62 15.37 24.25
7 year 10.81 15.2 13.42 17.84
10 year 9.81 13.99 12.12 14.97
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 41.59
3 year 7.94 17.89 14.14 24.95
5 year 13.28 20.23 15.93 24.25
7 year 10.62 15.28 13.42 17.84
10 year 10.08 14.47 12.61 14.97
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 41.59
3 year 9.26 19.51 15.7 24.95
5 year 14.45 21.69 17.28 24.25
7 year 11.07 15.88 13.98 17.84
10 year 10.64 15.2 13.25 14.97
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 2 150.09 88.92 41.59
3 year 20.41 31.54 25.92 24.95
7 year -29.1 -26.03 -27.73 17.84
10 year -20.52 -16.94 -18.25 14.97

Rolling return for 1 year

Average return: 41.59%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.37 17.27 21.37 17.27 2.05 19.32 01-2024 01-2025
27.5 24.57 32.75 19.65 4.75 26.12 12-2023 12-2024
36.63 32.02 43.73 25.5 6.65 34.47 11-2023 11-2024
41.85 45.07 52.91 34.58 6.58 43.6 10-2023 10-2024
43.81 44.04 48.72 39.29 3.34 43.96 09-2023 09-2024
42.13 46.15 50.83 37.72 4.85 44.21 08-2023 08-2024
48.09 47.1 55.13 40.42 5.21 47.68 07-2023 07-2024
40.57 48.23 57.29 32.47 9.19 44.64 06-2023 06-2024
45.5 49.2 54.18 40.81 4.91 47.42 05-2023 05-2024
52.25 50.68 57.86 45.33 4.47 51.53 04-2023 04-2024
49.31 48.42 56.9 41.24 5.55 48.97 03-2023 03-2024
47.46 46.85 52 42.47 3.38 47.2 02-2023 02-2024

Rolling return for 3 year

Average return: 24.95%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.02 20.14 23.02 20.14 1.44 21.58 01-2022 01-2025
23.7 22.62 25.38 20.98 1.6 23.17 12-2021 12-2024
21.46 20.41 23.53 18.39 1.85 20.95 11-2021 11-2024
22.13 21.93 25.22 18.92 2.23 22.05 10-2021 10-2024
26.18 25.4 27.6 24 1.3 25.8 09-2021 09-2024
25.89 26.67 28.41 24.18 1.52 26.29 08-2021 08-2024
27.04 27.58 29.02 25.62 1.22 27.32 07-2021 07-2024
23.79 26.62 28.51 21.96 2.52 25.22 06-2021 06-2024
27.1 26.1 29.58 23.69 2.11 26.62 05-2021 05-2024
28.24 27.63 29.8 26.1 1.33 27.94 04-2021 04-2024
25.87 24.77 27.97 22.72 1.9 25.33 03-2021 03-2024
28.56 25.63 29.86 24.37 2.2 27.1 02-2021 02-2024

Rolling return for 5 year

Average return: 24.25%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.53 23.47 24.53 23.47 0.53 24 01-2020 01-2025
24.67 24.82 25.68 23.82 0.66 24.75 12-2019 12-2024
23.86 24.36 25.13 23.1 0.74 24.11 11-2019 11-2024
26.06 26.04 27.97 24.17 1.34 26.06 10-2019 10-2024
27.99 26.92 28.85 26.07 1.05 27.46 09-2019 09-2024
27.02 27.48 28.54 25.97 0.92 27.25 08-2019 08-2024
25.92 25.1 27.09 23.94 1.15 25.51 07-2019 07-2024
21.93 23.65 24.7 20.9 1.47 22.8 06-2019 06-2024
23.04 22.45 24.47 21.04 1.23 22.75 05-2019 05-2024
21.56 21.79 22.44 20.91 0.55 21.67 04-2019 04-2024
21.92 21.01 23.14 19.82 1.22 21.47 03-2019 03-2024
23.32 22.89 24.07 22.15 0.7 23.11 02-2019 02-2024

Rolling return for 7 year

Average return: 17.84%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.32 16.45 17.32 16.45 0.44 16.88 01-2018 01-2025
17.66 17.53 18.34 16.86 0.53 17.6 12-2017 12-2024
17.03 17.46 17.88 16.61 0.47 17.24 11-2017 11-2024
18.57 18.63 19.85 17.36 0.88 18.6 10-2017 10-2024
19.6 19.29 20.18 18.72 0.53 19.45 09-2017 09-2024
18.44 18.67 19.45 17.67 0.63 18.56 08-2017 08-2024
18.56 18.58 19.35 17.79 0.55 18.57 07-2017 07-2024
16.85 18.25 18.74 16.37 0.97 17.55 06-2017 06-2024
17.09 17.34 18.06 16.37 0.6 17.22 05-2017 05-2024
17.33 17.46 17.93 16.85 0.38 17.39 04-2017 04-2024
17.15 17.45 17.98 16.62 0.49 17.3 03-2017 03-2024
17.75 17.69 18.26 17.18 0.38 17.72 02-2017 02-2024

Rolling return for 10 year

Average return: 14.97%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.8 13.77 14.8 13.77 0.52 14.28 01-2015 01-2025
14.77 14.49 15.23 14.03 0.44 14.63 12-2014 12-2024
14.14 14.28 14.72 13.7 0.36 14.21 11-2014 11-2024
15.25 15.31 16.12 14.45 0.59 15.28 10-2014 10-2024
15.55 15.52 15.94 15.14 0.28 15.54 09-2014 09-2024
15.43 15.56 16.11 14.87 0.44 15.49 08-2014 08-2024
15.61 15.66 16.15 15.12 0.36 15.64 07-2014 07-2024
14.03 15.32 15.32 14.03 0.65 14.68 06-2014 06-2024