MonitorDirect · Growth
BANDHAN LARGE CAP FUND
Bandhan Mutual FundEquity Scheme - Large Cap Fund13.7 years
The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.
- NAV
- 88.406
- 15 Sept 2026
- 1Y
- -0.9%
- Trailing CAGR
- AUM
- ₹2,179.99 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.9%
- 3Y+11.5%
- 5Y+10.0%
- 10Y+12.8%
- SI+12.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.8%
- 3Y+5.2%
- 5Y+10.2%
- 10Y+12.9%
- Since inception
- +12.6%
- Calendar-day CAGR
- Excess 1Y
- +1.3%
- Category median, same plan and option
- 3Y win rate
- +62%
- Windows beating the median
- 3Y percentile
- 85
- Vs comparable share classes
- Worst rolling 3Y
- -4.0%
- 2646 daily-ending windows
- Median rolling 3Y
- +13.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2153 daily-ending windows
- SIP 3Y XIRR
- +5.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 15 days
- 162 recovered episodes
- Longest recovery
- 377 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
19 Feb 2020 – 8 Oct 2020
Trough 23 Mar 2020 · recovered in 199 days
-35.1%
3 Mar 2015 – 31 Aug 2016
Trough 11 Feb 2016 · recovered in 202 days
-21.6%
17 Jan 2022 – 29 May 2023
Trough 17 Jun 2022 · recovered in 346 days
-19.4%
26 Sept 2024 – 27 Oct 2025
Trough 28 Feb 2025 · recovered in 241 days
-18.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
85
Vs category
58
Consistency
59
Risk-adjusted
51
Drawdown
12
Mean
53
Portfolio
31 Aug 2026 · 71 holdings · top 10 are 45.4%.
- Top 5
- 29.5%
- Top 10
- 45.4%
- Largest holding
- 8.8%
- Effective holdings
- 32.1
ICICI Bank Ltd
Financial
8.8%
HDFC Bank Ltd
Financial
7.0%
Reliance Industries Ltd
Energy & Utilities
5.8%
State Bank of India
Financial
4.0%
Infosys Ltd
Technology
3.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 62% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
quant Large Cap Fund
quant Mutual Fund
- 1Y
- +4.2%
- 3Y
- +12.2%
- Vol
- 15.2%
- Max DD
- -21.1%
- Sharpe
- 0.54
- 3Y win
- +77%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.9%
- 3Y
- +8.1%
- Vol
- 15.4%
- Max DD
- -37.7%
- Sharpe
- 0.56
- 3Y win
- +63%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns