Bandhan Large Cap Fund - Direct Plan
Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks
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What is a Large Cap Fund?
We all know the big-name companies that are part of our daily conversations—those that have stood the test of time and proven their reliability. Investing in these industry giants offers relative stability and growth potential. Large cap funds allow you to invest in these well-established companies, making them the sturdy backbone of your investment portfolio.
Large cap mutual funds are equity funds that invest the majority of their assets in the equity and equity-related instruments of large-cap companies. The top 100 companies listed in the stock market based on market capitalization are classified as large-cap companies. Large cap funds typically offer relatively stable returns due to the established nature of these companies.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
• If redeemed/switched out on/within 30 days from the date of allotment - 0.5% of the applicable NAV.
• If redeemed/switched out after 30 days from the date of allotment - Nil.
Scheme is suitable for a minimum investment horizon of more than 3 years
Tier 1 Benchmark : BSE 100 TRIAlternate Benchmark : Nifty 50 TRI
- Performance
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Performance as on 31st October 2024
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 09/06/2006 Since inception | 1 year | 3 year | 5 year | 10 year | 09/06/2006 Since inception | |
| Bandhan Large Cap Fund - Regular Plan - Growth | 38.81 | 13.70 | 17.37 | 11.86 | 11.53 | 13,893 | 14,714 | 22,297 | 30,698 | 74,584 |
| 32.09 | 14.01 | 17.81 | 13.25 | N.A. | 13,220 | 14,835 | 22,717 | 34,747 | N.A. | |
| 28.30 | 12.35 | 16.61 | 12.62 | 13.67 | 12,839 | 14,195 | 21,582 | 32,844 | 1,05,721 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Mr. Sumit Agrawal (w.e.f 01/03/2017)
View fund performance of other funds managed by Mr. Sumit Agrawal
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/46xQzi1
Bandhan Large Cap Fund
(Scheme Risk-o-meter)
BSE 100 TRI
(Tier 1 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Investment predominantly in equity and equity related instruments of the large cap companies.
Who Should Invest in Large Cap Equity Funds?
Large cap equity funds are ideal for investors seeking long-term wealth creation, making them unsuitable for short-term horizons. While these funds offer potential stability and are less volatile than smaller-cap funds, they still carry risks like market volatility and credit risk. As high-risk investments, large cap mutual funds are not suitable for low-risk investors but are a good option for those looking to invest in large-cap companies.
Large cap vs Mid cap funds
● Large cap funds carry lower risk compared to mid cap funds, which have moderate risk.
● While large cap funds offer relatively lower growth potential due to their focus on established companies, mid cap funds provide moderate growth potential.
● Large cap funds also offer more liquidity and are relatively less volatile than mid cap funds.
Large cap vs Small cap funds
● Large cap funds carry lower risk compared to small cap funds, which focus on emerging companies with higher growth potential.
● Small cap funds are more vulnerable to market fluctuations, while large cap funds are relatively stable and offer potentially steady returns.
FAQs on Large Cap Mutual Funds
What is the meaning of Large cap mutual funds?
Large cap mutual funds also known as large cap equity funds are a type of equity mutual fund scheme that invest in large cap companies. Large cap mutual funds are a long-term investment scheme that invest in equity and equity related securities of large cap companies.
What are Large cap companies?
Large cap companies are identified on the basis of market capitalization. Companies ranked from 1 to 100th in full market capitalisation are considered as large cap companies.
What is the benefit of a Large cap fund?
Large cap funds invest in equity and equity-related securities of large cap companies. They may help in steady and relatively low-risk wealth creation in the long term. They may also be able to withstand market volatility and fluctuations.
Is Large cap more risky?
As an equity fund, large cap funds are subject to volatility risk and interest rate risk. However, in comparison to mid cap and small cap funds, they are less risky. As large cap equity funds invest in large cap companies, they may be able to withstand some level of market fluctuations and volatility.
Who should invest in Large-cap?
Large cap mutual funds are suitable for investors seeking long-term investments with relatively stable returns. Investors investing in large cap funds must also be seeking investments in equity and equity-related securities of large cap companies.
Is Large-cap good for the long-term?
Large cap mutual funds are preferred for the long-term. They are suitable for long-term wealth creation.
What is the difference between Large cap vs Mid cap?
Large cap mutual funds invest in large cap companies, whereas, mid cap funds invest in mid cap companies. Large cap funds are relatively less risky, while mid cap funds have a moderate level of risk associated with them.
What is the difference between Large cap vs Small cap?
As large cap funds invest in large cap companies they may be more stable and provide more liquidity. Contrarily, small cap funds may be more vulnerable to volatility and less liquid. Small cap funds have a greater level of risk associated with them.