HDFC Large Cap Fund Regular Plan Growth

Updated: 06-10-2025 09:15:46 AM

Investment Objective

HDFC Large Cap Fund seeks to generate long-term capital appreciation/income by investing predominantly in equity and equity related instruments of large cap companies.

Investment Strategies

• HDFC Large Cap Fund allocates at least 80% of its portfolio in the equities of large cap companies.
• The fund follows the bottom up approach for stock selection, which is blended with top down macro and sector trends. While implementing the bottom up stock selection, the fund focuses on the company’s trend and positioning in sector, business and valuation cycles.
• Stock selection follows a three-pronged framework focusing on:
  • Business models: Companies having strong moats, robust processes and systems that come with scale, and a long track record of navigating business cycles.
  • Management quality: Experienced leadership, a strong performance track record and demonstrated good corporate governance.
  • Financial metrics of the company: Strong cash flow generation, attractive ROE/ROCE, healthy balance sheets and other financial parameters.
• The scheme follows a blend of value and ‘growth at reasonable price’ investment styles.
• The fund emphases on valuations of the securities and remains mindful of them throughout the investment journey.
• It aims to create an optimally diversified portfolio and takes a measured approach towards sector deviations from its benchmark index.
• The fund takes active positions in a controlled manner while ensuring strict adherence to regulatory and internal risk guidelines.
• It plays high-conviction bets only after a thorough evaluation of the company’s industry positioning and business cycle outlook and then, regularly reviews it on a risk–reward basis.

Who Should Invest

• Investors having medium to long term investment approach and seeking long term capital appreciation and/or income through investments in large cap companies.
• Those having a higher risk appetite and who are aware that their principal amount would be at a very high risk.

Frequently Asked Questions

What is the risk level of HDFC Large Cap Fund?
As per the fund factsheet published by the fund house, HDFC Large Cap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in HDFC Large Cap Fund?
HDFC Large Cap Fund has no lock-in period for its investors. Thus, the investors of HDFC Large Cap Fund are free to make redemption requests on any day as per their requirements.

What type of mutual fund is the HDFC Large Cap Fund?
HDFC Large Cap Fund is an open-ended equity mutual fund scheme belonging to the large cap fund category.

Is HDFC Large Cap Fund an open-ended or close-ended scheme?
HDFC Large Cap Fund is an open ended equity mutual fund scheme.

What is the benchmark index for HDFC Large Cap Fund?
Nifty 100 TRI is the benchmark index of the HDFC Large Cap Fund. The fund also has BSE Sensex TRI as its additional benchmark index.