Bandhan Large & Mid Cap Fund - Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
5
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 | -1.01% | -- |
| 3 Months | -3.3% | -- |
| 6 Months | +0.88% | -- |
| 1 Year | -0.82% | -0.82% |
| 2 Years | -- | -0.16% |
| 3 Years | +52.73% | +15.16% |
| 5 Years | +87.32% | +13.38% |
| Since Launch | +1260.71% | +13.12% |
Holdings as on 17 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Triparty Repo Trp_011026 | 1,293.42 | 6.26 |
| HDFC Bank | 928.53 | 4.50 |
| ICICI Bank | 646.61 | 3.13 |
| One 97 Communications | 538.07 | 2.61 |
| ICICI Lombard General Insurance Company Ltd | 451.75 | 2.19 |
| Multi Commodity Exchange Of India | 383.22 | 1.86 |
| Jindal Steel | 368.98 | 1.79 |
| LIC Housing Finance | 360.69 | 1.75 |
| AXIS Bank Ltd | 351.74 | 1.70 |
| General Insurance Corporation of India | 349.42 | 1.69 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.59
Sharpe Ratio
16.13%
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 | +2.43% | +18.9% | +16.1% |
| Bandhan Large & Mid Cap Fund - Growth | -0.82% | +15.16% | +13.38% |
| HDFC Large & Mid Cap Fund Growth | -4.13% | +10.64% | +10.95% |
| DSP Large & Mid Cap Fund Growth | -4.96% | +11.07% | +9.38% |
| Canara Robeco Large and Mid Cap Fund Regular Growth | -5.33% | +10.21% | +7.37% |
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 13.38 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_011026, HDFC Bank, ICICI Bank, One 97 Communications.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services, 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 0.59 & a standard deviation of 16.13%.
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 13.38% & it has generated -0.82% 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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