Bandhan Large & Mid Cap Fund - Regular Plan - IDCW
Expense Ratio: 1.7
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 27-06-2005
Exit Load: Nil
Fund Size:₹13,431.93 Cr
Performance
1Y
Fund-10.54%
Cat. Avg.-2.56%
2Y
Fund-8.10%
Cat. Avg.-1.38%
3Y
Fund6.12%
Cat. Avg.11.54%
5Y
Fund5.76%
Cat. Avg.9.67%
10Y
Fund6.37%
Cat. Avg.12.69%
SI
Fund3.77%
Cat. Avg.10.21%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 887.36 | 4.72% |
| 2 | Triparty Repo TRP_010726 | 855.18 | 4.55% |
| 3 | ICICI Bank Limited | 631.52 | 3.36% |
| 4 | Kotak Mahindra Bank Limited | 582.15 | 3.10% |
| 5 | One 97 Communications Limited | 521.17 | 2.77% |
| 6 | Axis Bank Limited | 517.70 | 2.76% |
| 7 | State Bank of India | 511.76 | 2.72% |
| 8 | LIC Housing Finance Limited | 385.78 | 2.05% |
| 9 | ICICI Lombard General Insurance Company Limited | 366.51 | 1.95% |
| 10 | NTPC Limited | 308.32 | 1.64% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57304 | -4.5% | -9.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.13 L. | -5.6% | -5.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.72 L. | -4.3% | -2.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.37 L. | +12.4% | +4.7% |
| 10Y | 07 Nov, 16 | 6 L. | 8.82 L. | +47.0% | +7.6% |
| SI | 09 Jun, 08 | 11.05 L. | 20.11 L. | +82.0% | +6.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89459 | -10.5% | -10.5% |
| 2Y | 16 Oct, 24 | 1 L. | 84451 | -15.5% | -8.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.19 L. | +19.5% | +6.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.31 L. | +31.4% | +5.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.87 L. | +86.8% | +6.5% |
| SI | 02 Jun, 08 | 1 L. | 1.97 L. | +97.5% | +3.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.