Bandhan Large & Mid Cap Fund - Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹21,020.50 Cr
Expense Ratio
2.36%
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 | -3.45% | -- |
| 3 Months | -3.12% | -- |
| 6 Months | +7.07% | -- |
| 1 Year | +0.2% | +0.2% |
| 2 Years | -- | +1.21% |
| 3 Years | +53.46% | +15.35% |
| 5 Years | +94.37% | +14.22% |
| Since Launch | +1260.39% | +13.13% |
Holdings as on 8 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Triparty Repo Trp_010926 | 894.55 | 4.26 |
| HDFC Bank | 795.54 | 3.78 |
| One 97 Communications | 706.16 | 3.36 |
| ICICI Bank | 667.71 | 3.18 |
| Kotak Mahindra Bank | 536.48 | 2.55 |
| AXIS Bank Ltd | 510.05 | 2.43 |
| ICICI Lombard General Insurance Company Ltd | 423.75 | 2.02 |
| Multi Commodity Exchange Of India | 394.79 | 1.88 |
| Jindal Steel | 387.84 | 1.85 |
| Infosys | 386.64 | 1.84 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.76
Sharpe Ratio
15.75%
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 | +5.52% | +20.07% | +17.27% |
| Bandhan Large & Mid Cap Fund - Growth | +0.64% | +15.5% | +14.67% |
| HDFC Large & Mid Cap Fund Growth | -2.99% | +10.91% | +12.37% |
| DSP Large & Mid Cap Fund Growth | -5.35% | +11.2% | +9.92% |
| Canara Robeco Large and Mid Cap Fund Regular Growth | -4.6% | +10.49% | +8.5% |
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 21020.50 crores & has delivered CAGR of 14.22 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.36%. 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_010926, HDFC Bank, One 97 Communications, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs, Software & Programming.
Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Bandhan Large & Mid Cap Fund - Growth, HDFC Large & Mid Cap Fund Growth, DSP Large & Mid Cap Fund Growth, Canara Robeco Large and Mid Cap Fund Regular Growth. Bandhan Large & Mid Cap Fund - Growth has a sharpe ratio of 0.76 & a standard deviation of 15.75%.
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 2.36%.
The 5 year annualized return on Bandhan Large & Mid Cap Fund - Growth is 14.22% & it has generated 0.20% 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 21020.50 crores.
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