Large Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
892.44 Cr.
(As of 31 Mar, 2021)
Benchmark
S&P BSE SENSEX TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager
Rupesh Patel
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹150
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
9.26%
HDFC Bank Ltd
8.70%
Reliance Industries Ltd Shs Dematerialised
7.86%
State Bank of India
7.78%
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.