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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,928.38 Cr As on 30-06-2025(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.

75.175

11.09%

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 13.82
Sharpe Ratio 1.04
Alpha 1.29
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 1.95 16.96 15.01 17.66 11.76
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 13.97 - - - -
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 4.12 17.87 - - -
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 3.16 15.73 14.7 17.79 12.78
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 2.78 18.18 17.69 21.44 13.49
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 2.54 12.83 13.68 18.7 11.79
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 2.34 17.05 17.12 18.24 10.7
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 2.32 17.64 19.07 24.26 13.38
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 2.19 12.24 12.21 16.73 12.38
Franklin India Large Cap Fund-Growth 01-12-1993 2.1 14.47 13.12 18.99 10.36

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

7.31%

Others

1.15%

Large Cap

80.88%

Mid Cap

10.72%

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