HDFC Large Cap Fund Direct Growth

Scheme code: INF179K01YV8 NAV value: ₹ 1198.2350 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-1.93	44.17	23.48	23.94
3 year	7.00	35.69	20.09	17.2
5 year	1.04	29.52	13.63	13.9
7 year	5.38	17.08	12.99	13.25
10 year	11.52	17.43	14.54	14.33
12 year	13.89	15.52	14.72	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	23.48
3 year	6.28	33.32	15.79	20.09
5 year	3.54	26.02	13.5	13.63
7 year	3.33	15.62	11.71	12.99
10 year	3.49	17.22	10.6	14.54
12 year	3.07	16.17	10.84	14.72
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.04	23.48
3 year	8.15	28.1	17.95	20.09
5 year	3.67	42.35	13.68	13.63
7 year	-2.14	19.44	12.59	12.99
10 year	3.39	23	13.41	14.54
12 year	1.81	21.18	13.31	14.72
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	23.48
3 year	9.08	58.7	29.31	20.09
5 year	3.67	48	18.04	13.63
7 year	3.8	31.03	14.14	12.99
10 year	3.8	28.93	12.39	14.54
12 year	3.63	26.65	12.59	14.72
15 year	7.01	32.26	12.89

Rolling return for 1 year

- Average return: 23.48% - Median return: 28.73% - Average standard deviation: 4.4

Rolling return for 3 year

- Average return: 20.09% - Median return: 19.81% - Average standard deviation: 1.93

Rolling return for 5 year

- Average return: 13.63% - Median return: 13.49% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 12.99% - Median return: 13.18% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 14.54% - Median return: 14.46% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 14.72% - Median return: 14.67% - Average standard deviation: 0.41

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	12,87,945	87,945	7.33
3 year	36,00,000	48,26,562	12,26,562	10.27
5 year	60,00,000	88,90,874	28,90,874	8.18
7 year	84,00,000	1,37,05,840	53,05,840	7.25
10 year	1,20,00,000	2,65,97,268	1,45,97,268	8.28
12 year	1,44,00,000	3,68,62,552	2,24,62,552	8.15

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.33
3 year	7.3	10.27
5 year	7.48	8.18
7 year	6.39	7.25
10 year	5.95	8.28
12 year	6.11	8.15

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.5	7.33
3 year	9.49	10.27
5 year	8.66	8.18
7 year	7.16	7.25
10 year	7.67	8.28
12 year	7.67	8.15

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.33
3 year	20.64	10.27
5 year	13	8.18
7 year	9.48	7.25
10 year	7.99	8.28
12 year	8.12	8.15

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,945 - Absolute Returns: ₹87,945 - CAGR: 7.33%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,26,562 - Absolute Returns: ₹12,26,562 - CAGR: 10.27%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,90,874 - Absolute Returns: ₹28,90,874 - CAGR: 8.18%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,05,840 - Absolute Returns: ₹53,05,840 - CAGR: 7.25%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,65,97,268 - Absolute Returns: ₹1,45,97,268 - CAGR: 8.28%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,68,62,552 - Absolute Returns: ₹2,24,62,552 - CAGR: 8.15%