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: 2.04% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,862.56 Cr As on 30-05-2025(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. |
77.753
0.31 (0.3961%)
11.36%
Benchmark: 17.25%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.15 |
| Sharpe Ratio | 0.82 |
| Alpha | 1.56 |
| Beta | 0.99 |
| 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 | 6.12 | 21.06 | 20.6 | 20.68 | 12.25 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.75 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 10.4 | 23.37 | 23.14 | 21.0 | 11.87 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.0 | 22.4 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 8.38 | 20.43 | 20.19 | 20.59 | 13.88 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 8.2 | 23.52 | 22.87 | 23.89 | 14.41 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 8.02 | 19.36 | 17.97 | 20.4 | 11.32 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 7.85 | 22.5 | 21.97 | 21.68 | 12.95 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.39 | 17.1 | 16.99 | 19.58 | 13.37 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 7.32 | 20.34 | 20.5 | 22.07 | 12.63 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.85%
Others
1.11%
Large Cap
81.84%
Mid Cap
11.22%
