Scheme Overview

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

(Erstwhile IDFC Classic Equity Fund-Regular Plan-Growth)

Category: Equity: Large and Mid Cap
Launch Date: 09-08-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.45% As on ( 30-04-2026)
Status: Open Ended for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 14,306.7 Cr As on ( 31-03-2026)
Turn over: 1.32
NAV as on 11-05-2026

138.765

-1.69 ( -1.2193% )

CAGR Since Inception

13.5%

NIFTY Large Midcap 250 TRI

15.57%

PERFORMANCE of Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 12.89 22.8 18.8 16.34 13.5
NIFTY LARGE MIDCAP 250 TRI 8.96 17.74 15.89 16.2 15.57
Equity: Large and Mid Cap 8.65 17.12 15.16 14.58 12.72

Yearly Performance (%)

Fund Managers

Manish Gunwani, Rahul Agarwal, Ritika Behera, Gaurav Satra

Investment Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

RETURNS CALCULATOR for Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 12.84 1.05 4.5 0.96 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Period :
Data as on - 11-05-2026
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 12.89 10.82 22.8 18.8 16.34
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 20.82 15.55 25.47 21.44 0.0
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 16.56 10.43 19.93 16.32 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.0 13.97 23.44 18.14 16.31
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 13.87 0.0 0.0 0.0 0.0
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 12.56 7.2 16.91 15.01 13.76
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 11.75 6.44 16.09 14.34 13.01
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 10.51 8.61 17.08 14.61 0.0
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 10.35 9.79 17.31 15.02 14.92
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 10.05 7.26 14.85 14.52 0.0

PORTFOLIO ANALYSIS of Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Asset Allocation (%)

Contact us

Krishna Bhawan, Station Road,
Giridih, Jharkhand - 815301

+91 8051588888

support@neowealth.in

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.