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. |
77.742
0.34 (0.4438%)
11.27%
Benchmark: 17.04%
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 | 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 | 1.92 | 19.61 | 15.98 | 18.27 | 12.46 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 12.26 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 4.25 | 20.01 | 19.81 | 24.04 | 13.99 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 4.2 | 20.29 | - | - | - |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 3.92 | 17.54 | 14.04 | 19.14 | 11.04 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 3.79 | 18.12 | 15.27 | 18.25 | 13.36 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 3.68 | 20.45 | 18.1 | 21.6 | 14.07 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 3.23 | 14.9 | 12.81 | 17.02 | 12.88 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 3.22 | 19.35 | 17.43 | 18.73 | 11.3 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 2.89 | 15.25 | 14.13 | 18.85 | 12.25 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.28%
Others
1.22%
Large Cap
80.72%
Mid Cap
10.85%
