Bandhan Large & Mid Cap Fund - Regular Plan - Growth
(Erstwhile IDFC Classic Equity Fund-Regular Plan-Growth)
Fund House: Bandhan Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 09-08-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.71% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,799.16 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 160% | 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% 1 If redeemed / switched out after 365 days from the date of allotment: Nil |
137.865
0.33 (0.2372%)
13.76%
Benchmark: 15.98%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 1 Months
11 Years 8 Months
15 Years 3 Months
18 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.35 |
| Sharpe Ratio | 1.21 |
| Alpha | 4.38 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 3.29 | 19.14 | 22.15 | 21.94 | 16.63 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 8.47 | 17.98 | 20.15 | 23.25 | 16.61 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 4.53 | 15.45 | 16.21 | 19.7 | 15.46 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 3.58 | - | - | - | - |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 3.11 | 15.13 | 16.2 | 17.16 | 12.6 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 3.02 | 13.46 | 16.31 | 17.67 | 17.74 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 2.93 | 21.99 | 22.63 | 20.47 | 16.53 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 2.75 | - | - | - | - |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | 16-05-2000 | 1.73 | 16.13 | 19.18 | 19.2 | 15.97 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 1.65 | 17.75 | 20.72 | 21.95 | 14.9 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.29%
Others
4.28%
Large Cap
42.11%
Mid Cap
35.99%
