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: 1.69% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 13,635.77 Cr As on 31-12-2025(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

132.927

13.47%

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 13.24
Sharpe Ratio 1.24
Alpha 4.12
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 7.84 14.34 21.41 19.91 16.44
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.36 13.08 17.13 18.17 15.61
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.17 13.91 - - -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.06 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.96 14.61 19.42 21.28 16.46
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.21 13.19 17.97 17.32 16.34
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 8.2 10.21 15.63 15.17 17.67
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 7.96 13.97 18.99 17.5 16.21
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.37 14.88 20.42 19.95 15.13
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 6.65 10.25 16.23 16.19 14.08

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

22.83%

Others

3.22%

Large Cap

37.2%

Mid Cap

36.11%

Scheme Documents

There are no scheme documents available

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