Bandhan Large & Mid Cap Fund - Direct Plan - Growth
Expense Ratio: 0.56
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 27-06-2005
Exit Load: Nil
Fund Size:₹13,431.93 Cr
Performance
1Y
Fund4.93%
Cat. Avg.3.35%
2Y
Fund4.84%
Cat. Avg.3.77%
3Y
Fund20.53%
Cat. Avg.16.46%
5Y
Fund17.90%
Cat. Avg.14.91%
10Y
Fund16.80%
Cat. Avg.15.16%
SI
Fund15.68%
Cat. Avg.14.42%
Fund Facts
Manager(s)
Ritika Behera
Beta
0.95
Std Dev
13.31%
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 | 579.78 | 4.13% |
| 2 | Triparty Repo TRP_020426_VAL | 544.34 | 3.88% |
| 3 | HDFC Asset Management Company Limited | 408.59 | 2.91% |
| 4 | One 97 Communications Limited | 385.84 | 2.75% |
| 5 | Infosys Limited | 377.39 | 2.69% |
| 6 | ICICI Bank Limited | 342.24 | 2.44% |
| 7 | Reliance Industries Limited | 339.35 | 2.42% |
| 8 | ICICI Lombard General Insurance Company Limited | 322.44 | 2.30% |
| 9 | Axis Bank Limited | 317.62 | 2.26% |
| 10 | LIC Housing Finance Limited | 305.16 | 2.18% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62191 | +3.7% | +7.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.4% | +7.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.14 L. | +18.8% | +12.0% |
| 5Y | 09 Aug, 21 | 3 L. | 4.64 L. | +54.6% | +17.8% |
| 10Y | 08 Aug, 16 | 6 L. | 15.30 L. | +154.9% | +18.0% |
| SI | 07 Jan, 13 | 8.15 L. | 28.60 L. | +251.0% | +17.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.05 L. | +4.9% | +4.9% |
| 2Y | 16 Jul, 24 | 1 L. | 1.10 L. | +9.9% | +4.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.74 L. | +74.2% | +20.3% |
| 5Y | 16 Jul, 21 | 1 L. | 2.28 L. | +127.8% | +17.9% |
| 10Y | 18 Jul, 16 | 1 L. | 4.74 L. | +374.4% | +16.9% |
| SI | 02 Jan, 13 | 1 L. | 7.19 L. | +618.7% | +15.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.