Large Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
1281.22 Cr.
(As of 30 Apr, 2022)
Benchmark
Nifty 100 TR INR
Riskometer
Investors understand that their principal will be at Risk.
The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities by predominantly investing in large market capitalization companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Fund manager
Karthikraj Lakshmanan
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
ICICI Bank Ltd
9.63%
Reliance Industries Ltd
8.69%
HDFC Bank Ltd
8.11%
Infosys Ltd
6.97%
FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.
This fund is rated 2 stars by Morning Star Ratings.