Should I invest in HDFC Large and Mid Cap Fund?

We don't give personal investment advice. HDFC Large and Mid Cap Fund - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.0%. 5-year CAGR: 15.53%.

HDFC

HDFC Large and Mid Cap Fund - Growth Option

Latest NAV

₹329.5320

As of

3 Jun 2026

2,932 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.34%	+0.11%	+0.23	9 / 32	Q2
1W	-1.73%	-1.76%	+0.03	14 / 32	Q2
2W	-0.18%	-0.27%	+0.09	16 / 32	Q2
1M	-0.82%	-1.02%	+0.20	11 / 32	Q2
3M	-1.46%	-1.18%	-0.28	18 / 32	Q3
6M	-5.52%	-5.43%	-0.09	20 / 32	Q3
YTD	-5.59%	-5.57%	-0.02	22 / 32	Q3
1Y	-0.25%	-1.21%	+0.96	19 / 32	Q3
2Y	+2.41%	+1.22%	+1.19	12 / 32	Q2
3Y	+16.14%	+13.45%	+2.68	10 / 32	Q2
4Y	+16.62%	+13.62%	+3.00	10 / 32	Q2
5Y	+15.53%	+11.89%	+3.64	6 / 32	Q1
7Y	+16.08%	+12.99%	+3.09	6 / 32	Q1
10Y	+14.37%	+11.48%	+2.89	9 / 32	Q2
Inception	+12.43%	+9.20%	+3.22	8 / 29	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.59%	-5.57%	-0.02	22 / 32
2025	+5.59%	+2.91%	+2.68	11 / 32
2024	+19.02%	+19.92%	-0.90	15 / 32
2023	+37.23%	+27.73%	+9.50	1 / 32
2022	+8.17%	+2.49%	+5.67	7 / 32
2021	+42.07%	+32.49%	+9.59	1 / 32
2020	+11.19%	+13.97%	-2.78	25 / 32
2019	+6.05%	+4.84%	+1.21	14 / 32
2018	-3.03%	-10.87%	+7.84	4 / 32
2017	+28.18%	+31.34%	-3.16	20 / 32
2016	+3.51%	+2.52%	+0.99	13 / 32

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.69%

134 windows

min -32.6% · max 88.8%

78% positive

3-Year rolling

+15.10%

109 windows

min -8.0% · max 35.4%

95% positive

5-Year rolling

+15.05%

85 windows

min -3.3% · max 29.6%

99% positive

7-Year rolling

+14.82%

61 windows

min 9.2% · max 18.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.91%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-18.97%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026
IDFC Classic Equity Fund-Plan A- Dividend	IDFC	₹26.9320	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹329.5320
2 Jun 2026	₹330.7330
1 Jun 2026	₹329.6000
29 May 2026	₹332.8000
27 May 2026	₹337.2980
26 May 2026	₹336.5650
25 May 2026	₹336.8790
22 May 2026	₹332.5750
21 May 2026	₹331.7610
20 May 2026	₹331.5980

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HDFC Large and Mid Cap Fund - Growth Option is ₹329.5320. It's a Large & Mid Cap Fund from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Large and Mid Cap Fund - Growth Option has NAV history starting from 30 Jun 2014, a track record of about 11 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC Large and Mid Cap Fund - Growth Option is managed by HDFC. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Large and Mid Cap Fund - Growth Option has delivered a absolute return of -0.25% — +0.96 pp ahead of the Large & Mid Cap Fund category average of -1.21%. The fund ranks #19 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HDFC Large and Mid Cap Fund - Growth Option has delivered a CAGR of 16.14% — +2.68 pp ahead of the Large & Mid Cap Fund category average of 13.45%. The fund ranks #10 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, HDFC Large and Mid Cap Fund - Growth Option has delivered a CAGR of 15.53% — +3.64 pp ahead of the Large & Mid Cap Fund category average of 11.89%. The fund ranks #6 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in HDFC Large and Mid Cap Fund - Growth Option exactly 10 years ago would be worth approximately ₹382,845 today — a multiplier of 3.83×, based on the 10-year CAGR of 14.37%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in HDFC Large and Mid Cap Fund - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹822,193 today. That's an XIRR (money-weighted annualised return) of 12.55%.

A ₹10,000 monthly SIP for 10 years in HDFC Large and Mid Cap Fund - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,697,674 (multiplier 2.25×). XIRR: 15.46%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC Large and Mid Cap Fund - Growth Option ranks #6 out of 32 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.89%; this fund delivered 15.53%.

The worst peak-to-trough decline HDFC Large and Mid Cap Fund - Growth Option has experienced over the last 5-year window is 18.97% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HDFC Large and Mid Cap Fund - Growth Option averaged 15.05% (best 29.63%, worst -3.29%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC Large and Mid Cap Fund - Growth Option returned 5.59% — beating the Large & Mid Cap Fund category average of 2.91% by 2.68 pp. It ranked #11 of 32 in its category that year.

HDFC Large and Mid Cap Fund - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HDFC Large and Mid Cap Fund - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.0%. 5-year CAGR: 15.53%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.