Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The scheme seeks to generate capital appreciation from a portfolio that largely consists of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed on either BSE or NSE.
Expense Ratio | 0.97 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 5070.2 |
ISIN | INF740K01PR3 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 0.9 |
YTM | - |
HDFC Bank Ltd.
8.94%ICICI Bank Ltd.
8.78%ITC Ltd.
6.05%Others
5.46%Bajaj Finance Ltd.
4.67%Financial
37.96%Automobile
13.27%Energy
9.42%Healthcare
7.49%Insurance
5.99%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |