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HDFC Large Cap Fund - IDCW Option - Regular Plan

HDFC · Large Cap
High
₹51.27
Current NAV
25 Jun 2026
31.3%
1Y Return
22.3%
3Y CAGR
21.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.33).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.83
Sharpe Ratio
1.13
Beta
5.33
Alpha
2.25
Sortino
Fund Details
Fund House HDFC
Category Large Cap
AUM ₹9880 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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