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HDFC Large Cap Fund - Growth Option - Direct Plan

HDFC Mutual Fund · Equity · mandate: ≥80% in large-caps (top 100 by market cap) · benchmark: NIFTY 100 TRI (TRI proxy)
AUM (all plans)
38,097 cr
TER direct / regular
1.02% / 1.56%
Active return /yr (full)
2.8%
Score
58
Rank (Score, pool)
#9 of 40
Percentile (full, pool)
77
IR vs benchmark
0.73
CAGR (absolute)
14.2%
Max drawdown
-32.9%
Months of data
163
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

20132014201520162017201820192020202120222023202420252026-6821Cumulative active return vs benchmark, %
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

2013201420152016201720182019202020212022202320242025202684321558Fund (NAV=100)Benchmark: NIFTY 100 TRICategory median (Large)

Drawdown

20132014201520162017201820192020202120222023202420252026-33-160Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY221.4%3.0%0.25775.2%20.1%21.6%12
FY238.7%5.8%2.33953.6%-1.9%6.8%12
FY245.8%4.5%1.84752.4%34.4%40.1%12
FY25-0.2%-2.6%-0.18312.0%5.8%5.6%12
FY26-0.8%-2.0%-0.36182.3%-4.1%-4.8%12
FY27*0.7%-0.3%0.34404.1%11.6%12.3%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 (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013+0.6-2.0-1.3-3.0+0.7-0.1+2.7+2.1+1.2+0.6
2014-1.0+0.4+2.6+1.3+5.1+1.6-3.2+1.6-0.1+0.8+1.2-0.1+10.4
2015-1.4-1.9+0.1+1.1-0.9-0.9+1.1-0.7-0.0+0.3+2.2-2.3-3.4
2016-2.4-2.4+4.1+1.2+0.8+0.1+0.8+1.0+1.1+1.1+1.1-0.8+5.8
2017+0.9+0.3+0.2+1.0-1.0-0.4+0.6-1.6-0.1+2.4+0.1-1.0+1.3
2018+0.3-1.7-1.5-1.1-0.3-1.6+0.5+2.0+1.2+3.2-3.2+1.5-0.7
2019+1.5-1.7+2.6-0.5+1.2+1.2-1.7-2.8-1.0+0.4-0.2-0.8-2.1
2020-1.2-1.6-0.5-0.8-0.8-0.6-1.6+1.4-3.4-0.7+1.9+0.5-7.2
2021+2.4+3.7-2.6-0.4+1.6-0.2-0.3-2.7+2.0+0.4-0.9+0.2+2.9
2022+2.8-1.4+0.4+0.4+1.8+1.1-1.3-0.0-0.3+1.7+0.3+0.8+6.3
2023+2.3+1.5+0.1-0.1-0.4+0.6+1.1+0.6+1.6-0.0+0.7-0.0+8.2
2024+1.0-0.7-0.0-0.3-0.1-1.1+0.6+0.4-0.2+0.3-0.4+0.2-0.3
2025+0.3+0.8-0.9-0.3-1.2-0.2+0.7-0.1-0.2-1.0+0.6+0.0-1.5
2026+0.1+1.1-0.4-1.7+0.1+1.6+0.6+0.0+1.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-7.9-1.0+5.1-0.5-4.1-4.8-4.1+5.1+12.1+0.6+3.5+2.4
2014-5.0+3.3+9.9+1.3+14.0+7.3-1.8+4.7+0.2+5.3+4.6-3.0+47.4
2015+4.5-1.5-3.4-2.3+2.2-1.3+3.7-6.8-0.6+1.6+0.7-2.0-5.5
2016-7.6-9.7+14.6+2.8+4.5+2.3+5.8+2.8-0.6+1.8-3.7-1.9+9.3
2017+6.1+4.2+3.6+3.0+1.7-0.9+6.6-2.8-1.5+8.2-0.8+2.1+32.9
2018+4.0-6.2-4.9+5.1-0.9-2.1+6.4+5.3-6.1-1.4+1.4+1.6+0.9
2019+0.4-2.0+10.2+0.1+2.6+0.2-7.1-3.3+3.0+4.1+1.0-0.2+8.3
2020-2.7-8.0-22.9+13.4-3.3+6.8+5.5+4.0-4.4+2.6+13.2+8.2+6.5
2021-0.0+10.4-1.7-0.5+8.5+1.0+0.3+5.6+4.7+0.7-4.3+2.2+29.3
2022+2.4-4.3+4.2-0.7-1.9-3.8+8.1+4.2-4.0+6.4+4.0-2.7+11.3
2023-1.3-1.4+0.7+4.0+2.8+4.3+4.2-1.6+3.5-2.7+6.9+8.4+30.8
2024+1.7+1.6+1.7+1.9+0.5+5.4+4.8+1.5+2.1-6.5-0.4-2.0+12.3
2025-1.4-5.6+6.1+3.0+1.0+3.1-2.0-1.5+0.9+3.3+2.0-0.2+8.6
2026-2.8+1.1-12.0+7.1-0.9+3.1+3.0-0.4-2.8

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202610,29425,14339,993AUM (quarter avg), ₹cr
-5,6224,744
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
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.