Equity Large Cap Fund Very High Risk
The investment objective of the scheme is to provide investors with the opportunities long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.
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Estimation is based on the past performance
| Large Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 10.72% | -0.79% | -1.45% | 3.16% | 8.51% | 2.81% | 15.57% | 12.4% | 0% | 0% | 10.65% |
| Category returns | 8.24% | -3.38% | -6.04% | -2.87% | 0.56% | 3.59% | 12.86% | 10.85% | 11.72% | 12.3% | N/A |
| Absolute returns | -2.66% | -4.11% | -3.19% | 0.75% | 4.08% | 4.42% | 50.28% | 68.38% | 0% | 0% | 60.8% |
| Rank within category | 2 | 5 | 1 | 1 | 1 | 19 | 2 | 5 | 28 | 24 | N/A |
| Total Schemes in Category | 38 | 36 | 34 | 33 | 33 | 31 | 30 | 28 | 27 | 23 | N/A |
| Large Cap Fund | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Yearly returns | N/A | -2.99% | 29.79% | 13.09% | 6.04% | -3.54% |
| Q1 returns | N/A | -4.08% | -4.95% | 8.2% | -6.36% | -11.64% |
| Q2 returns | N/A | -12.18% | 11.98% | 9.18% | 9.99% | 9.16% |
| Q3 Returns | 11.4% | 12.26% | 5.7% | 3.71% | -1.98% | N/A |
| Q4 Returns | -0.9% | 2.59% | 15.35% | -7.69% | 5.04% | N/A |
Expense ratio: 2.1%
Inclusive of GST
Exit load
1% on or before 3M, Nil after 3M
| Alpha | 0.182027 |
| Beta | 1.0691 |
| Sharpe Ratio | 0.197481 |
| Sortino Ratio | 0.353652 |
| R-Squared | 0.8926 |
| Tracking Error | 1.3727 |
| Downside Risk | 20.7486 |
| Std. Deviation (Annualised) | 14.4214 |
| Large Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund - Growth | 8.78% | -2.82% | -5.78% | -1.73% | 3.05% | 16.16% | 17.08% | 15.01% | 12.35% | 46,520.50 | 1.50 | 0.25 | Very High |
| Bank of India Large Cap Fund - Regular Plan - Growth Current | 10.72% | -0.79% | -1.45% | 3.16% | 8.51% | 15.57% | 0% | 0% | 10.65% | 188.17 | 2.30 | 0.20 | Very High |
| Invesco India Largecap Fund - Regular Plan - Growth | 10.24% | -2.38% | -6.14% | -1.76% | 2.12% | 15.53% | 13.55% | 12.86% | 12.1% | 1,536.87 | 2.04 | 0.21 | Very High |
| Quant Large Cap Fund - Regular Plan - Growth | 14.08% | 2.02% | -4.31% | -1.23% | 6.08% | 15.36% | 0% | 0% | 11.15% | 2,697.61 | 1.96 | 0.19 | Very High |
| ICICI Prudential Large Cap Fund - Growth | 6.8% | -4.61% | -6.62% | -3.24% | 0.07% | 15.26% | 14.67% | 14.27% | 14.1% | 69,947.60 | 1.42 | 0.24 | Very High |
| DSP Large Cap Fund - Regular Plan - Growth | 6.75% | -4.84% | -6.61% | -4.3% | -2.41% | 15.09% | 12.28% | 11.66% | 17.89% | 6,619.60 | 1.83 | 0.23 | Very High |
| WhiteOak Capital Large Cap Fund - Regular Plan - Growth | 7.91% | -4.28% | -5.92% | -2.47% | 1.28% | 15.01% | 0% | 0% | 11.25% | 1,045.06 | 2.20 | 0.22 | Very High |
| Bandhan Large Cap Fund - Regular Plan - Growth | 8.71% | -3.02% | -6.11% | -2.1% | 2.79% | 14.78% | 12.89% | 12.91% | 10.69% | 1,820.86 | 2.05 | 0.21 | Very High |
| Taurus Large Cap Fund - Regular Plan - Growth | 9.16% | 0.04% | -3.51% | -0.11% | 4.16% | 14.59% | 12.29% | 10.76% | 10.54% | 46.36 | 2.59 | 0.21 | Very High |
| Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth | 9.83% | -1.2% | -2.73% | -0.47% | 2.57% | 14.44% | 13.08% | 12.77% | 15.33% | 2,344.20 | 1.98 | 0.20 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% |
Mr. Alok Singh has 12 years of experience in Fixed Income Fund Management. As part of his previous employer BNP Paribas Mutual Fund, Alok has won numerous awards for stellar fund performance over the last three years.
RETURNS
It is an Open ended scheme that primarily invests in Large Cap Fund.
The investment objective of the scheme is to provide investors with the opportunities long term capital appreciation by investing predominantly in equity and equity-related instruments of large cap companies. However, there can be no assurance that the income can be generated, regular or otherwise, or the Investment Objective of the scheme will be realized.
The scheme benchmark is the NIFTY 100 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 4.08%
3-year: 14.53%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹16.08 (approx.) for the Bank of India Large Cap Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹213 Cr.
The expense ratio for the Regular Plan is 2.1.
1% on or before 3M, Nil after 3M.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Alok Singh, Nilesh Jethani
This fund is suitable for investors with a Very High risk tolerance.
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