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: 1.7% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 12,747.27 Cr As on 28-11-2025(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

138.665

13.75%

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 13.35
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 6.67 17.16 23.21 21.77 16.09
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.29 16.71 20.98 22.92 16.11
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 9.25 13.44 17.74 19.65 14.98
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 8.41 11.79 17.36 17.26 17.31
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 7.07 11.92 17.7 17.49 13.82
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 6.74 12.76 17.32 16.93 12.45
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 6.72 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 6.48 16.33 22.09 21.78 14.74
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 6.31 14.57 20.26 18.99 15.71
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 6.3 11.13 16.9 16.82 13.07

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

19.21%

Others

4.8%

Others

0.18%

Large Cap

40.14%

Mid Cap

35.67%

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