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: 1.74% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 9,096.29 Cr As on 30-05-2025(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

132.267

13.88%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 14.46
Sharpe Ratio 1.28
Alpha 4.86
Beta 0.93
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 7.72 29.61 29.94 29.13 15.7
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 14.42 32.16 34.56 30.75 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.58 31.76 30.19 26.47 15.87
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.3 21.93 20.98 25.39 12.14
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.19 26.62 26.77 29.83 15.78
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 8.76 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.37 27.16 27.2 28.78 14.21
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.37 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.44 19.5 23.01 26.27 14.98
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 6.38 22.25 23.88 25.51 14.8

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

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PORTFOLIO

Market Cap Distribution

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