Category: Equity: Large Cap |
Launch Date: 01-12-1993 |
Asset Class: Equity |
Benchmark: NIFTY 100 TRI |
TER: 1.84% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 7,692.35 Cr As on 30-05-2025(Source:AMFI) |
Turn over: 61.87% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the Scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
Standard Deviation | 12.82 |
Sharpe Ratio | 0.69 |
Alpha | -0.37 |
Beta | 0.9 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Franklin India Bluechip Fund-Growth | 01-12-1993 | 8.29 | 18.47 | 16.19 | 20.29 | 11.39 |
Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 20.48 | - | - | - | - |
DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 11.94 | 23.28 | 21.91 | 21.48 | 12.1 |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 8.74 | 19.3 | 18.27 | 20.66 | 14.1 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 8.72 | 21.39 | - | - | - |
Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 8.37 | 16.36 | 15.37 | 20.06 | 13.68 |
Invesco India Largecap Fund - Growth | 21-08-2009 | 8.19 | 21.4 | 19.81 | 21.68 | 13.03 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 7.75 | 22.64 | 20.81 | 24.12 | 14.55 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 7.48 | 19.39 | 18.54 | 22.33 | 12.82 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 7.23 | 16.28 | 17.55 | 21.63 | 12.97 |
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Small Cap
1.9%
Others
3.09%
Large Cap
89.94%
Mid Cap
5.09%