HDFC Large Cap Fund
Direct · Growth ₹1164.81
05 Jun 2026
NAV
14.6%
3Y CAGR
14.2%
5Y CAGR
14.4%
10Y CAGR
14.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.42
Sharpe
-40.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 17.6% | -63.0% | 99.7% |
| 3 Years | ₹36.00 L | ₹44.56 L | 14.4% | -24.3% | 31.1% |
| 5 Years | ₹60.00 L | ₹86.17 L | 14.4% | -9.7% | 27.7% |
| 7 Years | ₹84.00 L | ₹1.40 Cr | 14.1% | -2.7% | 22.0% |
| 10 Years | ₹1.20 Cr | ₹2.64 Cr | 15.2% | 11.9% | 18.5% |
| 12 Years | ₹1.44 Cr | ₹3.65 Cr | 14.5% | 11.9% | 16.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.6% | 14.6% | 14.4% | +3.0% |
| 3 Years | 14.4% | 11.2% | 14.5% | +3.2% |
| 5 Years | 14.4% | 10.5% | 14.1% | +3.9% |
| 7 Years | 14.1% | 10.6% | 14.2% | +3.5% |
| 10 Years | 15.2% | 11.5% | 14.5% | +3.7% |
| 12 Years | 14.5% | 11.4% | 14.3% | +3.1% |