ReviewDirect · Growth
HDFC Large Cap Fund
HDFC Mutual FundEquity Scheme - Large Cap Fund13.7 years
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Large-Cap companies.
- NAV
- 1,190.122
- 15 Sept 2026
- 1Y
- -1.8%
- Trailing CAGR
- AUM
- ₹39,933.37 Cr
- 31 Aug 2026
- Volatility
- High
- 17.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.8%
- 3Y+8.7%
- 5Y+11.3%
- 10Y+12.2%
- SI+12.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.0%
- 3Y+2.9%
- 5Y+9.0%
- 10Y+12.4%
- Since inception
- +12.9%
- Calendar-day CAGR
- Excess 1Y
- -0.2%
- Category median, same plan and option
- 3Y win rate
- +51%
- Windows beating the median
- 3Y percentile
- 30
- Vs comparable share classes
- Worst rolling 3Y
- -7.3%
- 2636 daily-ending windows
- Median rolling 3Y
- +14.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +2.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 128 recovered episodes
- Longest recovery
- 261 days
- Trough to prior peak
- Current spell
- 715 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
4 Jul 2019 – 9 Dec 2020
Trough 23 Mar 2020 · recovered in 261 days
-40.8%
29 Jan 2015 – 19 Aug 2016
Trough 25 Feb 2016 · recovered in 176 days
-26.6%
21 Jan 2013 – 9 Dec 2013
Trough 28 Aug 2013 · recovered in 103 days
-20.1%
26 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-16.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
30
Vs category
49
Consistency
52
Risk-adjusted
50
Drawdown
0
Mean
36
Portfolio
31 Aug 2026 · 49 holdings · top 10 are 52.7%.
- Top 5
- 34.1%
- Top 10
- 52.7%
- Largest holding
- 10.1%
- Effective holdings
- 25.1
ICICI Bank Ltd
Financial
10.1%
HDFC Bank Ltd
Financial
6.9%
Bharti Airtel Ltd
Technology
6.2%
Kotak Mahindra Bank Ltd
Financial
5.7%
Titan Company Ltd
Consumer Discretionary
5.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BANDHAN LARGE CAP FUND
Bandhan Mutual Fund
- 1Y
- -0.9%
- 3Y
- +11.5%
- Vol
- 15.6%
- Max DD
- -35.1%
- Sharpe
- 0.52
- 3Y win
- +62%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Large Cap Fund
Edelweiss Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 15.1%
- Max DD
- -35.1%
- Sharpe
- 0.60
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)
ICICI Prudential Mutual Fund
- 1Y
- -4.4%
- 3Y
- +10.2%
- Vol
- 15.2%
- Max DD
- -37.3%
- Sharpe
- 0.63
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns