51
Large & Mid CapHold
HDFC Large & Mid Cap
HDFC · Direct–Growth · rank #15 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.4%
-0.7% vs index
3 Years
12.5%
5 Years
14.4%
Since launch
13.1%
Year-by-year performance
2021
+44.0%—
2022
+9.1%—
2023
+38.9%—
2024
+20.4%+1.9% vs index
2025
+6.9%-1.5% vs index
2026
-1.2%+0.7% vs index
Why this score
HDFC Large & Mid Cap scores 51/100 — #15 of 36 Large & Mid Cap fund (Hold). It stands out for 5y return and fund size — beating 75% of peers on 5y return. The main drag is its 3y return (better than only 33% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return14.44% · 75th percentile in category
3Y return12.47% · 33rd percentile in category
Fund size30294.02 Cr · 88th percentile in category
Alpha-2.07 · 23rd percentile in category
1Y return-0.41% · 23rd percentile in category
Sharpe ratio0.40 · 41st percentile in category
Top holdings
1.ICICI Bank Ltd3.79%
2.HDFC Bank Ltd3.43%
3.Axis Bank Ltd1.95%
4.Bharti Airtel Ltd1.74%
5.State Bank of India1.47%
240 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.