mid capHigh risk

HDFC Large & Mid Cap Fund - Direct Plan - IDCW Option

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From HDFC Mutual Fund. It's been running since 30 Jun 2014.

Latest price per unit

₹48.069

▲ 0.31% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.2k

▼ ₹828 loss · -0.8% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.7k gain · 8.2% / year

Invested 5 years ago

₹1.66 L

▲ ₹66.0k gain · 10.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.7%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-55.00%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.83%

CAGR — 3 years8.22%

CAGR — 5 years10.67%

CAGR — since launch6.09%

Volatility — 1 year (annualised)15.44%

Volatility — 3 years (annualised)15.72%

Max drawdown — 1 year-19.35%

Max drawdown — 3 years-23.76%

Sharpe ratio — 1 year (rf=6%)-0.44

Sharpe ratio — 3 years (rf=6%)0.12

Fund info

Fund house: HDFC Mutual Fund
Category: Equity Schemes - Large & Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF179KA1RR5
ISIN (Div re-invest): —
Fund code: 130499
First price on record: 30 Jun 2014 · 2,997 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.