HDFC Large and Mid Cap Fund Direct Growth

Scheme code: INF179KA1RQ7 NAV value: ₹ 327.3240 NAV date: 19 March, 2026 TER: 0.87%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-36.19	105.20	9.68	15.79	14.06
3 year	-8.89	39.12	16.53	15.75	20.95
5 year	-4.19	34.56	14.38	15.59	17.1
7 year	8.89	20.19	15.56	15.32	14.28
10 year	12.21	17.64	15.22	14.98	15.52

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.79
3 year	6.28	30.95	15.04	15.75
5 year	8.38	26.02	14.22	15.59
7 year	10.18	15.62	12.93	15.32
10 year	11.42	12.93	12.18	14.98
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.79
3 year	6.56	19.64	13.57	15.75
5 year	9.22	12.29	10.75	15.59

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.79
3 year	7.68	21.49	15.06	15.75
5 year	10.37	13.5	11.93	15.59

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	15.79
3 year	10.41	25.89	18.61	15.75
5 year	13.4	16.23	14.81	15.59

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,049 - Absolute Returns: ₹75,049 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,41,216 - Absolute Returns: ₹10,41,216 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,29,411 - Absolute Returns: ₹34,29,411 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,64,52,820 - Absolute Returns: ₹80,52,820 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,17,48,495 - Absolute Returns: ₹1,97,48,495 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.49 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.63 %

Calmar Ratio by Duration

1 Y

0.3999

3 Y

0.3988

5 Y

0.3948

7 Y

0.3879

10 Y

0.3793

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.00	1.03	105.5	100.3	7.92 %	4.00 %
3 years	7.67	1.01	103.8	93.7	19.00 %	11.28 %
5 years	7.57	0.98	100.0	90.9	16.96 %	9.44 %
7 years	5.82	0.95	98.8	92.7	16.34 %	10.74 %
10 years	3.62	0.96	98.9	94.9	15.44 %	12.06 %
12 years	2.90	0.96	98.9	94.7	12.75 %	10.00 %
15 years	2.22	0.96	98.9	94.7	10.08 %	7.92 %