Bandhan Large & Mid Cap Fund
Current NAV
₹160.22
1Y Return
+4.7%
3Y Return
+21.7%
5Y Return
+18.1%
AUM
₹17,412 Cr
Category
Large & Mid Cap
Top Holdings
Top stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
HDFC Bank Limited
Banks
ICICI Bank Limited
Banks
One 97 Communications Limited
Financial Technology (Fintech)
Axis Bank Limited
Banks
Kotak Mahindra Bank Limited
Banks
ICICI Lombard General Insurance Company Limited
Insurance
HDFC Asset Management Company Limited
Capital Markets
LIC Housing Finance Limited
Finance
Larsen & Toubro Limited
Construction
Infosys Limited
IT - Software
Reliance Industries Limited
Petroleum Products
Eternal Limited
Retailing
NTPC Limited
Power
Jindal Steel Limited
Ferrous Metals
Bharat Heavy Electricals Limited
Electrical Equipment
General Insurance Corporation of India
Insurance
InterGlobe Aviation Limited
Transport Services
Tech Mahindra Limited
IT - Software
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
Multi Commodity Exchange of India Limited
Capital Markets
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Bandhan Large & Mid Cap Fund
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹122,820
Invested: ₹1,20,000
3 Year SIP
₹438,120
Invested: ₹3,60,000
5 Year SIP
₹817,200
Invested: ₹6,00,000
Invest in Bandhan Large & Mid Cap Fund
Start SIP from ₹500/month on these platforms
More Large & Mid Cap Funds
About Large & Mid Cap Funds
Large & Mid Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the large & mid cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Large & Mid Cap fund like Bandhan Large & Mid Cap Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Large & Mid Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Bandhan Large & Mid Cap Fund good for SIP?
Bandhan Large & Mid Cap Fund is a Large & Mid Cap fund with high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Large & Mid Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Bandhan Large & Mid Cap Fund is categorized as high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.
How to invest in this fund?
You can invest in Bandhan Large & Mid Cap Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.