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HDFC Large Cap Fund - Growth Option - Direct Plan is an equity scheme managed by HDFC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 19.47%, with the bottom and top quartiles at 16.55% and 22.41% respectively. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 1.36% on assets of ₹38,121Cr. The fund is currently managed by Mr. Rahul Baijal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 9.15% |
| HDFC BANK LIMITED | Financial Services | 7.84% |
| BHARTI AIRTEL LIMITED | Communication Services | 5.90% |
| RELIANCE INDUSTRIES LIMITED | Energy | 5.61% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 4.74% |
| AXIS BANK LIMITED | Financial Services | 3.56% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 3.49% |
| INFOSYS LIMITED | Technology | 3.01% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 2.95% |
| LUPIN LIMITED | Healthcare | 2.79% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.73% |
| AMBUJA CEMENTS LIMITED | Basic Materials | 2.60% |
| STATE BANK OF INDIA | Financial Services | 2.43% |
| NTPC LIMITED | Utilities | 2.34% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 1.72% |
| INTERGLOBE AVIATION LIMITED | Industrials | 1.69% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.66% |
| MANKIND PHARMA LIMITED | Healthcare | 1.61% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 1.58% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.52% |
| INDUSIND BANK LIMITED | Financial Services | 1.48% |
| HAVELLS INDIA LIMITED | Industrials | 1.41% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.38% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 1.06% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.05% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 8 | 37.05% |
| Healthcare | 4 | 9.61% |
| Automobile and Auto Components | — | 7.32% |
| Consumer Durables | — | 6.15% |
| Telecommunication | — | 5.90% |
| Oil, Gas & Consumable Fuels | — | 5.61% |
| Consumer Services | — | 4.59% |
| Fast Moving Consumer Goods | — | 3.98% |
| Information Technology | — | 3.01% |
| Capital Goods | — | 2.74% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.17% | 6.67% | 15.25% | 33.17% | 70.12% | 91.9% |
| 3Y | 11.83% | 16.55% | 19.47% | 22.41% | 29.35% | 100.0% |
| 5Y | 12.26% | 14.98% | 19.41% | 22.14% | 24.50% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 49.0% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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