BANDHAN Large Cap Fund - Regular Plan - Growth

(Erstwhile IDFC Equity Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund
Category: Equity: Large Cap
Launch Date: 09-06-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
TER: 2.03% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,917.47 Cr As on 31-07-2025(Source:AMFI)
Turn over: 169% | Exit Load: Entry Load: Nil. Exit Load (w.e.f 25-Jun-2021) If redeemed / Switched Out within 365 days from the date of allotment - Up to 10% of Investment Nil & For remaining Investment: 1.00%. If redeemed / switched out after 365 days from the date of allotment: Nil.

75.529

11.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 10 Months
14 Years 7 Months
15 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.92
Sharpe Ratio 0.83
Alpha 1.77
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 -2.96 17.57 14.68 17.77 12.66
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 7.37 - - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 0.57 18.15 19.68 22.6 14.24
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 -0.58 18.76 18.08 20.49 14.3
Franklin India Large Cap Fund-Growth 01-12-1993 -0.81 15.58 14.08 17.57 11.22
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 -0.97 13.28 12.86 15.88 13.16
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 -0.98 16.17 15.07 17.07 13.66
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 -1.02 17.62 17.39 17.8 11.61
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 -1.26 13.48 13.1 18.38 12.54
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 -2.12 15.63 15.11 18.19 12.5

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.28%

Others

1.22%

Large Cap

80.72%

Mid Cap

10.85%

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