This mid-and large-cap fund gave 26.6% returns in 5 years: Should you invest? It is currently evenly balanced betweeen large caps and mid/small caps. The funds preference is for businesses with distinct competitive advantages, superior financial strength and the potential for unlocking value. Should you buy?
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.#sr_widget.onDemand p, #stock_pro.onDemand p{font-size: 14px;line-height: 1.28;} .onDemand .live_stock{left:17px;padding:1px 3px 1px 5px;font-size:12px;font-weight:600;line-height:18px;top:9px} #sr_widget.onDemand .sr_desc{margin:0 auto 0;} #sr_widget.onDemand .sr_desc{color: #024d99;margin-top:10px;} #sr_widget.onDemand .crypto .live_stock .lb-icon{8px 6px 5px 3px !important} #sr_widget.crypto.onDemand a.text{border-bottom:1px solid #ccc;padding-bottom:5px;display:block;width:100%} #sr_widget.onDemand .sr_desc .text p, #stock_pro.onDemand .sr_desc .text p{font-size:12px;font-weight:400;} HDFC LARGE AND MID CAP
BASIC FACTS
DATE OF LAUNCH
18 FEBRUARY 1994
CATEGORY
EQUITY
TYPE
LARGE & MIDCAP
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AUM*
Rs.23,712 crore
BENCHMARK
NIFTY LARGE MIDCAP 250 TOTAL RETURN INDEX
WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.346.76
IDCW
Rs.41.17
MINIMUM INVESTMENT
Rs.100
MINIMUM SIP AMOUNT
Rs.100
EXPENSE RATIO# (%)
1.67
EXIT LOAD
1% for redemption within 365 days
*AS ON 31 AUG 2024
**AS ON 10 SEP 2024
#AS ON 31 JUL 2024
FUND MANAGER
GOPAL AGRAWAL
4 YEARS, 1 MONTH
Recent portfolio changes
New entrants
Aster DM Healthcare, Biocon, Craftsman Automation, JK Cement, PNB Housing Finance, Zydus Lifesciences (Jun).
Cello World, OCCL (Jul).
Adani Energy Solutions, Brainbees Solutions (Aug).
Complete exits
Chambal Fertilisers & Chemicals, Tata Chemicals (Jun).
Tata Motors DVR (Aug).
Should You Buy?
Earlier known as the HDFC Growth Opportunities, this fund shed its large-cap bias when it shifted to the large- and mid-cap mandate in 2018. It is currently evenly balanced betweeen large caps and mid/small caps. The fund’s preference is for businesses with distinct competitive advantages, superior financial strength and the potential for unlocking value. The fund portfolio has bloated further, now featuring nearly 200 individual bets with a very long tail of tiny positions. The fund’s track record prior to 2021 was poor, with prolonged bouts of underperformance. However, the fund has turned the corner impressively under its current manager to show sustained outperformance.
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This story originally appeared on: India Times - Author:Faqs of Insurances
