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Jama - HDFC Large and Mid Cap Fund


HDFC Large and Mid Cap Fund

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Equity-Large & Mid Cap
NAV : 254.314
(-1.4250000000000114
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)
AUM : ₹79 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.62%14.14%29.83%23.38%17.78%31.85%17.22%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in both large cap and mid cap stocks
NAV254.314
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio99.0%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,941₹1,13,719₹222
After 1 year₹1,23,384₹1,22,348₹1,036
After 3 years₹2,29,208₹2,24,374₹4,834
After 20 years₹2,52,07,526₹2,18,68,620₹33,38,906

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 31.85% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Fund Manager:
Gopal Agrawal