Sushil Bajaj |
📅 Last Updated on: November 28, 2025
HDFC Large and Mid Cap Fund is an open-ended equity fund that invests in both large cap and mid cap companies, aiming to generate long-term capital appreciation. The scheme combines the stability of large caps with the high-growth potential of mid-caps, providing a balanced approach to equity investing.
A Large and Mid Cap Fund is a SEBI-defined equity mutual fund category that must mandatorily invest in:
As per SEBI’s market-cap classification, large caps represent the top 100 companies in India by full market capitalization, while mid caps represent 101 to 250. AMFI updates this list every six months, and the fund is required to rebalance within one month of the update.
| Parameter | Details |
|---|---|
| Fund Name | HDFC Large and Mid Cap Fund |
| Category | Large & Mid Cap Fund |
| Type | Open-ended equity scheme |
| Investment Objective | Long-term capital appreciation/income from predominantly investing in equity and equity-related instruments of large and mid-cap companies |
| Benchmark | NIFTY Large-Midcap 250 TRI |
| Minimum Investment | ₹100 and any amount thereafter |
| Exit Load | 1% if redeemed within 1 year; NIL after 1 year |
| Fund Manager | Mr. Gopal Agarwal (Since July 2020) |
| Riskometer | Very High Risk |
The objective is to generate long-term capital appreciation/income by investing predominantly in equity and equity-related instruments of large-cap and mid-cap companies. There is no assurance that the fund will achieve its objective.
Benchmark: NIFTY Large-Midcap 250 TRI
Represents:
Measures performance of the top 250 companies across both segments.
The fund follows a mix of top-down and bottom-up approach:
| Asset Class | Minimum | Maximum |
|---|---|---|
| Large Cap | 35% | 65% |
| Mid Cap | 35% | 65% |
| Small Cap | 0% | 30% |
| Debt & Money Market | 0% | 30% |
| REITs / InvITs | 0% | 10% |
The fund invests in companies that:
For updated detailed Performance data and key informations as on December 5, 2025
Visit HDFC Large and Mid Cap Fund Performance Page
Companies that
operate in markets
where the Total
Addressable Markets (TAM) provide them the
potential of being
runways for growth
Good management –
Aim to invest in companies
that are compliant
with the rules and regulations of the sector along with acting according to the ethical code of conduct
Aim to invest in
companies that
are good at
executing their
operations effectively
Available at
reasonable valuations
at entry point
1. Balanced Exposure
Minimum 35% each in large caps and mid caps
→ reduces concentration risk.
2. Strong Risk-Adjusted Return Potential
NIFTY Large-Midcap 250 TRI historically offers:
3. Strong Fund Manager Track Record
Managed by Gopal Agarwal, with 21+ years experience
in equity research & fund management.
4. Potential for Higher Long-Term Wealth Creation
Example (SIP Simulation):
₹10,000 SIP → ₹6.29 Cr (since inception)
The fund has exposure across:
This Fund is Ideal for:
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 1 year; 0% after 1 year
Taxation:
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| Pain Point | How HDFC Large & Mid Cap Fund Helps |
|---|---|
| Market Volatility | Allocation to large caps reduces downside risk |
| Stock concentration risk | Highly diversified across 250 companies benchmark |
| Finding growth opportunities | Mid caps offer strong earnings growth potential |
| Sector cycles | Fund manager follows top-down + bottom-up approach |
| High portfolio churn | Low turnover ratio (~7.59%) indicates stable investing |
A1: Yes — it is an equity scheme. Riskometer category is “ Very High”.
A2: ₹100 and any amount thereafter.
A3: Yes, up to 30% of the portfolio.
A4: NIFTY Large-Midcap 250 TRI.
A5: No. Recommended for long-term goals (5–10 years).
HDFC Large and Mid Cap Fund offers a balanced, diversified, research-driven approach to equity investing. With a strong fund manager, disciplined strategy, and exposure across large and mid cap segments, it is a compelling choice for long-term wealth creation.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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