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.