Which funds are similar to HDFC Large and Mid Cap Fund Direct-Growth?
Funds similar to HDFC Large and Mid Cap Fund Direct-Growth in the Equity: Large & MidCap category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does HDFC Large and Mid Cap Fund Direct-Growth compare to the category average?
The comparison of HDFC Large and Mid Cap Fund Direct-Growth against the Equity: Large & MidCap category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of HDFC Large and Mid Cap Fund Direct-Growth in its category?
The rank of HDFC Large and Mid Cap Fund Direct-Growth within the Equity: Large & MidCap category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to HDFC Large and Mid Cap Fund Direct-Growth?
Top alternatives to HDFC Large and Mid Cap Fund Direct-Growth in the Equity: Large & MidCap category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — NIFTY Large Midcap 250 Total Return Index — are also listed separately.
How does HDFC Large and Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
The expense ratio of HDFC Large and Mid Cap Fund Direct-Growth is 0.91%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
How does HDFC Large and Mid Cap Fund Direct-Growth's AUM compare to similar funds?
HDFC Large and Mid Cap Fund Direct-Growth has an AUM of ₹ 28.52 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Equity: Large & MidCap category?
The top-performing funds by 3-year returns in the Equity: Large & MidCap category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is HDFC Large and Mid Cap Fund Direct-Growth better than index funds in the same category?
Whether HDFC Large and Mid Cap Fund Direct-Growth beats index funds in the Equity: Large & MidCap category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. HDFC Large and Mid Cap Fund Direct-Growth has an alpha of 2.75%, indicating active outperformance over the benchmark. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does HDFC Large and Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
HDFC Large and Mid Cap Fund Direct-Growth has a Sharpe ratio of 0.65 and alpha of 2.75%. A Sharpe of 0.65 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking NIFTY Large Midcap 250 Total Return Index with lower costs?
Funds tracking the same benchmark as HDFC Large and Mid Cap Fund Direct-Growth — NIFTY Large Midcap 250 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
