Bandhan Large & Mid Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 98% of historical 3-year rolling periods.
- Generated +4.2% annualized alpha (excess return) over its benchmark.
- Consistently ranked #3 in its category with an MFIQ quantitative score of 6.5/10.
- Experienced a maximum drawdown of -45.7% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.98% | +7.09% | -1.11% |
| 3 Months | +0.37% | +0.32% | +0.05% |
| 6 Months | +2.77% | +5.55% | -2.78% |
| 1 Year | +2.13% | +3.04% | -0.91% |
| 3 Years CAGR | +16.72% | +13.28% | +3.44% |
| 5 Years CAGR | +14.81% | +10.62% | +4.19% |
| 7 Years CAGR | +17.96% | +15.98% | +1.98% |
| 10 Years CAGR | +15.08% | +14.02% | +1.06% |
| Since Inception | +11.59% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Bandhan Large & Mid Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.05% | +2.62% | -0.57% |
| 2025 | +7.50% | +4.13% | +3.37% |
| 2024 | +28.79% | +24.32% | +4.47% |
| 2023 | +36.24% | +29.34% | +6.90% |
| 2022 | +6.93% | +0.28% | +6.65% |
| 2021 | +34.08% | +38.27% | -4.19% |
| 2020 | +12.94% | +15.49% | -2.55% |
| 2019 | +3.69% | +10.50% | -6.81% |
| 2018 | -5.11% | -5.42% | +0.31% |
| 2017 | +37.29% | +39.62% | -2.33% |
| 2016 | +7.99% | +7.78% | +0.21% |
| 2015 | +5.21% | +5.22% | -0.01% |
| 2014 | +28.62% | +48.40% | -19.78% |
| 2013 | +2.51% | +6.56% | -4.05% |
| 2012 | +37.26% | +31.30% | +5.96% |
| 2011 | -26.79% | -22.94% | -3.85% |
| 2010 | +14.38% | +14.39% | -0.01% |
| 2009 | +67.06% | +80.13% | -13.07% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -33.38% | +16.09% | +11.19% | +93.46% | 80.5% | 79.6% |
| 3-Year Rolling | -8.43% | +14.05% | +14.76% | +34.13% | 94.8% | 98.1% |
| 5-Year Rolling | -1.84% | +13.82% | +13.64% | +32.93% | 99.7% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-06-02 | 2009-03-09 | -45.7% | 9 months | 6 months |
| 2018-01-23 | 2020-03-23 | -39.3% | 26 months | 8 months |
| 2010-11-04 | 2011-12-20 | -32.3% | 14 months | 27 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equities and Equity related instruments, within which | 70% - 100% Large cap stocks - 35% - 65%, Mid cap stocks - 35% - 65%, Small cap stocks - 0% - 30%, Money Market and other liquid instruments - 0% - 30%, Units issued by InvITs - 0% - 10% Mutual Fund Units (Overnight Fund, Money Market Fund & Liquid Fund): 0% - 30% |
Investment Objective & Strategy
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 22,598 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large & Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large & Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund | 6.9 | +19.85% | - | 118.5% | Rs 21,181 cr | Compare → |
| HSBC Large & Mid Cap Fund | 6.6 | +17.21% | 2.39% | 98.5% | Rs 6,258 cr | Compare → |
| Invesco India Large & Mid Cap Fund | 6.8 | +21.93% | 1.85% | 107.9% | Rs 13,819 cr | Compare → |
| UTI Large & Mid Cap Fund | 6.3 | +14.77% | 1.96% | 95.3% | Rs 6,682 cr | Compare → |
| Axis Large & Mid Cap Fund | 6.9 | +14.59% | 1.84% | 89.1% | Rs 17,337 cr | Compare → |
Frequently Asked Questions about Bandhan Large & Mid Cap Fund
What is the expense ratio of Bandhan Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund has a total expense ratio (TER) of 2.25% with a base expense ratio of 1.4%, compared to the Large & Mid Cap category median of 2.32%.
Who manages Bandhan Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund is managed by Manish Gunwani (tenure: 2.8 years since 2024-01-28).
What are the historical returns of Bandhan Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund delivered a 3-year CAGR of 16.72% and a 5-year CAGR of 14.81%. Its 1-year return stands at +2.13%.
How large is Bandhan Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund manages assets of Rs 22,598 cr, placing it in the 'comfortable' size band relative to Large & Mid Cap peers.
How is Bandhan Large & Mid Cap Fund scored on MFIQ?
Bandhan Large & Mid Cap Fund holds an MFIQ Score of 6.5/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Bandhan Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.39% with a maximum historical drawdown of -45.72%.