HDHDFC MFDirect · IDCW

HDFC Focused Large-Cap Fund - Dividend - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 20 Jun 2014₹12.27-0.37%
AUM₹449 Crfrom this fund's primary plan
Expense Ratio1.75%
CAGR
Exit Load1% on or before 1Y, Nil after 1Y
Min SIP₹500from this fund's primary plan
Launched2012

Investment Objective

To generate long term capital appreciation from a focused portfolio that is invested in Largecap Companies.

Fund Mandate

Debt securities & MMI0%–20%
Equity and Equity Related Instruments of Large-cap companies80%–100%
Fund Managers
SR
Srinivas Rao Ravuri
Fund Manager
Key Information
1.75%
₹500from this fund's primary plan
₹5,000
1% on or before 1Y, Nil after 1Y
Nil
Inception31 Dec 2012
AMCHDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.37%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.75%
1% on or before 1Y, Nil after 1Y
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme