January 13, 2026
RA Jainee
Bandhan Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 160.56 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 39.43 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 13,636 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.55% |
| 1 Year Return (%) | 10.26 |
| 3 Year Return (%) | 24.29 |
| 5 Year Return (%) | 21.57 |
| 10 Year Return (%) | 17.90 |
| Return Since Launch | 16.10% |
⚖️ Sahifund Review – Bandhan Large & Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Fund Manager:
1) Manish Gunwani
Education: Mr. Gunwani is a B.Tech. and PGDM.
Experience: Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), he has worked with Nippon India Mutual Fund, ICICI Prudential Mutual Fund as Fund Manager and as Analyst in various organisations: Vicisoft Technologies, Lehman Brothers, Brics Securities , Lucky Securities, SSKI Securities and Prime Securities.
2) Rahul Agarwal
Education: Mr. Agarwal has done B.COM (Hons) from Calcutta University and PGDM from TAPMI
Experience: Prior to joining Bandhan Mutual Fund, he has worked with HSBC Asset Management, L&T Investment Management Ltd, ICICI Prudential Life Insurance Ltd and Copal Amba
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Bandhan Large & Mid Cap Fund
| Fund House | Bandhan Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.10% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13,636 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.55% |
| (As on 31-Dec-2025) | |
| Risk Grade | Low |
| Return Grade | High |
| Turnover | 123.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Bandhan Large & Mid Cap Dir | -1.95 | -0.06 | -1.37 | 0.81 | 3.67 | 10.26 | 24.29 | 21.57 | 19.18 | 17.90 |
| BSE Large Mid Cap TRI | -1.32 | 0.22 | -0.80 | 1.47 | 2.25 | 9.93 | 15.78 | 15.43 | 15.26 | 14.99 |
| Equity: Large & MidCap | -1.14 | 0.07 | -0.95 | 0.37 | 1.00 | 5.55 | 18.93 | 18.15 | 17.64 | 16.27 |
| Rank within category | 50 | 42 | 41 | 32 | 3 | 7 | 3 | 3 | 3 | 3 |
| Number of funds in category | 64 | 64 | 64 | 64 | 61 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Bandhan Large & Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Bandhan Large & Mid Cap Dir | 5 star | 10.26 | 24.29 | 21.57 | 0.55 | 13,636 | 16.10 | 1.00 (365) | 13Y | 123.00 |
| SBI Large & Midcap Dir | 4 star | 12.78 | 18.91 | 19.06 | 0.73 | 37,443 | 17.16 | 0.10 (30) | 13Y | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 8.63 | 21.00 | 21.10 | 0.83 | 28,980 | 13.86 | 1.00 (365) | 13Y | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.69 | 22.12 | 22.51 | 0.76 | 27,745 | 16.75 | 1.00 (30) | 13Y | 56.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | -0.78 | 25.28 | 22.42 | 0.69 | 15,055 | 22.43 | 1.00 (365) | 6Y 2M | 36.00 |
Portfolio Analysis of Bandhan Large & Mid Cap Fund
| No. of Stocks | 116 |
| Top 10 Stocks | 26.93% |
| Top 5 Stocks | 16.23% |
| Top 3 Sectors | 60.12% |
| Portfolio P/B Ratio | 3.06 |
| Portfolio P/E Ratio | 22.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 98,352 | 1,82,653 |
| Giant (%) | 32.66 | 47.12 |
| Large (%) | 25.54 | 30.03 |
| Mid (%) | 33.24 | 21.35 |
| Small (%) | 8.56 | 4.22 |
| Tiny (%) | — | 0.02 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://bandhanmutual.com/mutual-funds OR
https://partners.bandhanmutual.com/partners OR https://partners.bandhanmutual.com/investor/quick-transact
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