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: 1,828.46 Cr As on 30-04-2025(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. |
76.216
0.79 (1.0352%)
11.28%
Benchmark: 17.17%
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 | 14.49 |
| Sharpe Ratio | 0.65 |
| Alpha | 1.39 |
| 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 | 9.87 | 20.82 | 18.79 | 20.66 | 12.36 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.74 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 14.89 | 23.28 | 21.4 | 21.04 | 11.96 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.39 | 21.83 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.0 | 19.85 | 17.75 | 20.41 | 13.98 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 11.49 | 16.88 | 14.96 | 19.84 | 13.57 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 11.38 | 22.32 | 19.22 | 21.4 | 12.86 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 11.03 | 23.19 | 20.46 | 23.58 | 14.44 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 10.86 | 19.78 | 17.99 | 22.04 | 12.72 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 10.67 | 23.08 | 23.08 | 26.37 | 14.47 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.79%
Others
1.13%
Large Cap
84.49%
Mid Cap
10.77%
