HDFC Large and Mid Cap Fund - Growth Option - Direct Plan
HDFC Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
28,339 cr
TER direct / regular
0.90% / 1.61%
Active return /yr (full)
—
Score
60
Rank (Score, pool)
#7 of 35
Percentile (full, pool)
—
IR vs benchmark
1.14
CAGR (absolute)
18.5%
Max drawdown
-30.8%
Months of data
146
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
4.2%
—
50
—
—
27.6%
12
FY23
4.3%
3.4%
1.87
83
2.2%
0.3%
4.6%
12
FY24
5.7%
6.4%
1.75
87
2.3%
45.3%
51.0%
12
FY25
1.5%
-1.8%
1.11
53
1.3%
7.1%
8.6%
12
FY26
-1.6%
-1.3%
-0.80
27
2.0%
-1.1%
-2.7%
12
FY27*
1.7%
0.0%
1.40
53
2.5%
16.2%
17.9%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+1.9
-0.2
+0.3
+0.8
+0.6
+0.7
-0.3
-1.0
+0.5
+0.6
+0.6
-0.0
+4.7
2023
+1.4
+0.1
-0.1
+0.5
-0.4
+1.3
+1.6
+0.6
-0.6
+0.1
+0.8
-0.1
+5.3
2024
+0.5
+0.0
-0.3
+0.7
-0.1
+0.1
+0.6
+0.1
-0.2
+0.3
+0.1
+0.0
+1.8
2025
-0.8
+0.4
+0.3
-0.6
-0.6
+1.0
+0.3
+0.2
+0.4
-0.3
-1.1
-0.2
-1.0
2026
+0.1
-0.0
-0.7
-0.3
-0.3
+1.4
+0.6
+0.1
+0.8
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2014
+0.7
+3.2
-0.3
+4.4
+4.1
-3.8
+8.4
2015
+4.9
-0.2
-2.5
-3.2
+3.6
-0.5
+2.6
-7.8
-1.5
+2.1
+0.7
-2.4
-4.8
2016
-5.7
-8.2
+12.5
+1.1
+4.0
+1.0
+4.1
+2.3
-1.5
+0.9
-4.4
-0.4
+4.1
2017
+4.7
+3.5
+3.0
+3.3
+4.0
-2.4
+5.7
-2.6
-2.6
+8.0
+0.1
+2.3
+29.5
2018
+3.6
-6.5
-3.6
+3.5
+0.9
-2.7
+5.0
+3.4
-7.7
-1.7
+1.2
+1.9
-3.7
2019
-1.6
-2.3
+10.5
-1.4
+1.7
-0.4
-6.7
-1.9
+3.7
+4.8
+1.2
-0.1
+6.8
2020
-0.3
-7.1
-24.7
+14.2
-3.7
+9.1
+4.4
+8.0
-3.2
+0.8
+13.8
+6.8
+11.8
2021
+0.6
+12.3
+0.2
+0.9
+7.6
+3.7
+3.4
+3.1
+5.6
+2.5
-2.9
+0.9
+44.0
2022
+1.0
-5.1
+4.6
+0.5
-3.8
-4.3
+10.1
+4.2
-2.1
+3.8
+3.4
-2.6
+9.0
2023
-1.6
-2.1
-0.2
+5.2
+4.0
+6.3
+5.9
+1.5
+2.0
-3.1
+8.6
+7.6
+38.9
2024
+3.2
+1.0
+0.4
+4.9
+1.3
+7.3
+5.1
+0.9
+1.8
-6.3
+0.2
-0.5
+20.4
2025
-4.7
-8.0
+7.6
+3.0
+3.7
+4.7
-2.5
-1.9
+1.7
+4.2
+0.5
-0.6
+6.9
2026
-3.1
+0.9
-12.1
+10.7
+0.5
+2.6
+2.6
+0.5
+1.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard