Bandhan Large Cap Fund - Direct Plan
Bandhan Large Cap Fund - Direct Plan
Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks
What is a Large Cap Fund?
Large cap mutual funds are a type of equity fund that invest a majority of their assets in equity and equity-related instruments of large cap companies. As large cap mutual funds invest in large cap companies, they are more likely to generate potentially stable returns. Large cap companies are identified on the basis of their market capitalisation. According to the regulator, the top hundred companies in market capitalisation are identified as Large Cap companies.
Large cap funds are categorised as a high-risk investment option, although they may have a lower level of risk in comparison to small cap and mid cap funds. They are less vulnerable to market volatility and are a suitable investment option for the long-term.
- 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 : S&P BSE 100 TRIAlternate Benchmark : Nifty 50 TRI
- Performance
- Portfolio
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Performance as on 29th February 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 | 37.45 | 16.52 | 16.40 | 13.36 | 11.15 | 13,757 | 15,838 | 21,387 | 35,080 | 65,189 |
| 32.42 | 17.42 | 17.37 | 15.44 | N.A. | 13,252 | 16,210 | 22,289 | 42,080 | N.A. | |
| 28.40 | 16.12 | 16.64 | 14.73 | 13.54 | 12,849 | 15,675 | 21,603 | 39,570 | 95,108 | |
| ^ 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/3spfzbo
Bandhan Large Cap Fund
(Scheme Risk-o-meter)
S&P 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 suitable for long-term wealth creation, consequently, they may not be suitable for investors with a short-term investment horizon. Although these funds may offer potentially stable returns and are less vulnerable to market volatility, they are an equity fund, subject to risks such as volatility risk and credit rate risk. They are categorised as a high-risk investment and may not be suitable for investors with a low-risk appetite. Investors seeking investments in equity and equity-related securities of large cap companies are suitable for large cap mutual funds.
Large cap vs Mid cap funds
● Large cap funds are comparatively lower in risk. Mid cap funds are associated with a moderate level of risk.
● Large cap mutual funds have a relatively lower growth potential as they invest in well-established companies. Mid cap funds have a moderate growth potential.
● Large cap mutual funds provide more liquidity and are relatively less volatile than mid cap funds. Mid cap funds may have moderate levels of volatility.
Large cap vs Small cap funds
● Large cap funds have a comparatively lower risk level than small cap mutual funds.
● Small cap funds invest in growing companies and have a higher potential to grow. The growth potential of large cap mutual funds is relatively less.
● Small cap funds are vulnerable to market fluctuations and volatility. Large cap mutual funds are relatively less vulnerable to volatility and are more likely to provide potentially stable 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.