Bandhan Large & Mid Cap Fund - Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹16,671.94 Cr
Expense Ratio
1.44%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
9 Aug 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.15% | -- |
| 3 Months | +4.36% | -- |
| 6 Months | -2.14% | -- |
| 1 Year | +2.85% | +2.85% |
| 2 Years | -- | +5.88% |
| 3 Years | +75.21% | +20.55% |
| 5 Years | +116.17% | +16.67% |
| Since Launch | +1260.35% | +13.34% |
Holdings as on 15 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Triparty Repo Trp_040526 | 734.88 | 4.41 |
| HDFC Bank | 642.47 | 3.85 |
| One 97 Communications | 435.40 | 2.61 |
| AXIS Bank Ltd | 384.94 | 2.31 |
| ICICI Bank | 358.56 | 2.15 |
| Reliance Industries | 354.60 | 2.13 |
| HDFC Asset Management Company | 353.59 | 2.12 |
| Bharat Heavy Electricals | 348.98 | 2.09 |
| ICICI Lombard General Insurance Company Ltd | 339.53 | 2.04 |
| Kotak Mahindra Bank | 337.31 | 2.02 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.92
Sharpe Ratio
16.05%
Std. Deviation
3.74%
Tracking Error
-2.57%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund Regular Growth | +5.18% | +23.42% | +19.05% |
| Invesco India Large&MidCap Fund Growth | +3.28% | +22.03% | +16.67% |
| Bandhan Large & Mid Cap Fund - Growth | +2.85% | +20.55% | +16.67% |
| DSP Large & Mid Cap Fund Growth | -1.3% | +16.65% | +12.93% |
| Axis Large & Mid Cap Fund Regular Growth | +3.74% | +14.67% | +13.11% |
Results are calculated on CAGR basis
About Fund
The fund (Previously known as Bandhan Core Equity Fund) is a diversified equity fund with a large-mid cap bias, and the approach is to use small cap judiciously to create reasonable alpha over the large and mid cap benchmarks.
The Bandhan Large & Mid Cap Fund - Growth has an AUM of 16671.94 crores & has delivered CAGR of 16.67 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.44%. The minimum investment in Bandhan Large & Mid Cap Fund - Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Triparty Repo Trp_040526, HDFC Bank, One 97 Communications, AXIS Bank Ltd.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs, Electric Utilities.
Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Invesco India Large&MidCap Fund Growth, Bandhan Large & Mid Cap Fund - Growth, DSP Large & Mid Cap Fund Growth, Axis Large & Mid Cap Fund Regular Growth. Bandhan Large & Mid Cap Fund - Growth has a sharpe ratio of 0.92 & a standard deviation of 16.05%.
FAQs
According to the morning star rating Bandhan Large & Mid Cap Fund - Growth has a Medium risk & Exceptional return.
Bandhan Large & Mid Cap Fund - Growth is managed by Manish Gunwani,Ritika Behera,Gaurav Satra,Rahul Agarwal.
The expense ratio of Bandhan Large & Mid Cap Fund - Growth is 1.44%.
The 5 year annualized return on Bandhan Large & Mid Cap Fund - Growth is 16.67% & it has generated 2.85% in the last 1 year.
The minimum investment in Bandhan Large & Mid Cap Fund - Growth is 1000 Rs.
Bandhan Large & Mid Cap Fund - Growth has an AUM of 16671.94 crores.
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