HDFC Large and Mid Cap Fund Direct Growth

Scheme code: INF179KA1RQ7 NAV value: ₹ 323.7360 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

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

Rolling returns

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

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	30.43
3 year	6.28	33.32	15.57	25.21
5 year	0.74	26.02	12.91	15.69
7 year	3.33	15.62	11.64	14.47
10 year	3.49	17.22	10.65	14.47
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	30.43
3 year	6.56	32.12	15.66	25.21
5 year	1	26.2	12.75	15.69
7 year	3.8	15.42	11.84	14.47
10 year	3.8	18	11.09	14.47
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	30.43
3 year	7.68	33.37	17	25.21
5 year	0.71	27.63	13.15	15.69
7 year	3.76	16.01	12.04	14.47
10 year	3.56	16.94	10.94	14.47
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

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

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

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

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

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

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

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

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

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

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

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

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