Bandhan Large & Mid Cap Fund - Growth

• Alpha -2.57%
• Beta 0.99
• Sharpe Ratio1.18
• Std Deviation 13.32%
• Tracking Error 3.74%

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 11799.16 crores & has delivered CAGR of 23.83% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. 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 top holdings of the fund include HDFC Bank, Triparty Repo Trp_031125, State Bank of India & One 97 Communications.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Biotechnology & Drugs.

Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Bandhan Large & Mid Cap Fund - Growth, Invesco India Large&MidCap Fund Growth, Axis Large & Mid Cap Fund Regular Growth, Tata Large & Mid Cap Fund Regular Growth. Bandhan Large & Mid Cap Fund - Growth has a sharpe ratio of 1.18 & a standard deviation of 13.32%.