
Large & Mid Cap Fund
Launch Date: 27 Jun 2005
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Shows average overall performance with good recent returns but higher risk levels.

Bandhan Large & Mid Cap Fund
Large & Mid Cap Fund
Returns 📈
Typically 12-23% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund | 17% | 22% | 12% | Good |
Mirae Asset Large & Midcap Fund | 19% | 16% | 5% | Good |
Kotak Large & Midcap Fund | 18% | 17% | 9% | Average |
Nifty Largemid250 Benchmark | 17% | 18% | 10% | — |
Large & Mid Cap Fund Category Average | 17% | 17% | 12% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Average
Lower than other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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2022
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Index
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Feb '16
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Feb '25
Index
Fund
During big market falls, your fund tracks the market.
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
2 mth|3 mth
Slowest recovery
62 mth|61 mth
AUM
₹1773 Cr
Expense Ratio
0.56%
Exit Load
Entry Load: Nil. Exit Load (w. e. f 08-May-2020) If redeemed / Switched Out within 365 days from the date of allotment - Up to 10% of Investment Nil & For remaining Investment: 1.00%. If redeemed / switched out after 365 days from the date of allotment: Nil
Minimum Amount
N/A
Fund Manager
Mr. Manish Gunwani and Mr. Rahul Agarwal
Fund House
Bandhan AMC Limited
Launch Date
27 Jun 2005
Age
20 years
Category
Large & Mid Cap Fund
Benchmark
NIFTY LARGEMID250 TRI
Bandhan Large & Mid Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 17%
•
Risk of earning less than FD returns has been Medium
•
Performance consistency has been Good
Compared with other funds in the Large & Mid Cap Fund category, it has delivered similar returns while taking similar risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
If you're looking for a Large & Mid Cap Fund fund, Bandhan Large & Mid Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
No equity mutual fund is completely safe.
Compared with similar funds, Bandhan Large & Mid Cap Fund has shown Average downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 12% of periods.
This suggests the fund carries similar risk relative to its peers.
Yes.
Like all equity mutual funds, Bandhan Large & Mid Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
Historically, investors holding Bandhan Large & Mid Cap Fund for 5+ years experienced:
•
Typical returns around 17% p.a.
•
Best represented by recent returns of 19% p.a.
•
Worst historical outcome of 0% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
Bandhan Large & Mid Cap Fund has a Medium risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 12%
•
Average fall during major market declines: 22%
•
Average recovery time: 21 months
During major market declines, Bandhan Large & Mid Cap Fund has historically fallen around 22% compared with 22% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
Historically, Bandhan Large & Mid Cap Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Bandhan Large & Mid Cap Fund may be suitable for investors who:
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Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Large & Mid Cap Fund funds
This fund may not be suitable for investors who:
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Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Bandhan Large & Mid Cap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
Historically, investors holding Bandhan Large & Mid Cap Fund for 3 years earned less than FD returns in approximately 12% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
Bandhan Large & Mid Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 36%
•
Bottom performer: 15%
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Bandhan Large & Mid Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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