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: 1.73% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 9,996.58 Cr As on 31-07-2025(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%. If redeemed / switched out after 365 days from the date of allotment: Nil

131.002

13.67%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.46
Sharpe Ratio 1.32
Alpha 4.98
Beta 0.94
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 -4.17 23.37 22.66 24.9 15.84
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 6.2 28.44 24.52 23.01 15.74
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 2.07 25.76 26.43 26.61 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 1.73 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 0.63 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 0.63 18.15 16.21 20.44 11.89
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 0.27 21.67 21.16 24.93 15.96
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 -0.28 16.34 16.51 23.03 14.75
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 -0.37 20.15 19.07 21.86 15.43
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 -0.86 18.65 16.46 19.93 15.62

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.1%

Others

4.8%

NA

0.13%

Large Cap

42.44%

Mid Cap

36.3%

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