Investment Objective
HDFC Large and Midcap Fund seeks to generate long term capital appreciation and income by investing predominantly in equity and equity related instruments.
Investment Strategies
- HDFC Large and MidCap Fund seeks to maintain a balanced allocation, with at least 35% exposure to large caps and at least 35% exposure to mid caps and the rest in other stocks.
- The scheme aims to create a diversified portfolio of large and mid-sized companies having higher growth potential.
- It follows a combination of top down and bottom up strategy for theme and stock picking.
- The investment strategy places a strong emphasis on risk management to mitigate the higher volatility associated with a portfolio dominated by large and mid cap companies.
- The fund seeks to remain benchmark-aware and avoids taking any major sectoral calls.
- It seeks to capture opportunities in both value and turnaround companies.
Who Should Invest
- Investors who want to generate long-term capital appreciation from equities or related equity instruments.
- Those seeking exposure to both large cap and mid cap companies through a single fund.
Frequently Asked Questions
What is the risk level of HDFC Large and Midcap Fund?
As per the fund factsheet published by the fund house, HDFC Large and Midcap Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in HDFC Large and Midcap Fund?
HDFC Large and Midcap Fund has no lock-in period for its investors. Thus, the investors of HDFC Large and Midcap Fund are free to make redemption requests on any day as per their requirements.
What type of mutual fund is the HDFC Large and Midcap Fund?
HDFC Large and Midcap Fund is an open-ended equity mutual fund scheme belonging to the large and mid cap fund category.
Is HDFC Large and Midcap Fund an open-ended or close-ended scheme?
HDFC Large and Midcap Fund is an open ended equity mutual fund scheme.
What is the benchmark index for HDFC Large and Midcap Fund?
NIFTY Large Midcap 250 TRI is the benchmark index of the HDFC Large and Midcap Fund. The fund also has BSE SENSEX TRI as its additional benchmark index.
