MonitorDirect · Growth
Bandhan Large & Mid Cap Fund
Bandhan Mutual FundEquity Scheme - Large & Mid Cap Fund13.7 years
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
- NAV
- 162.374
- 15 Sept 2026
- 1Y
- +4.7%
- Trailing CAGR
- AUM
- ₹21,020.5 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.8% 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+4.7%
- 3Y+17.3%
- 5Y+16.9%
- 10Y+15.9%
- SI+15.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.4%
- 3Y+10.4%
- 5Y+16.9%
- 10Y+17.6%
- Since inception
- +15.5%
- Calendar-day CAGR
- Excess 1Y
- +0.8%
- Category median, same plan and option
- 3Y win rate
- +61%
- Windows beating the median
- 3Y percentile
- 94
- Vs comparable share classes
- Worst rolling 3Y
- -6.9%
- 2645 daily-ending windows
- Median rolling 3Y
- +17.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2152 daily-ending windows
- SIP 3Y XIRR
- +10.4%
- 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
- 13 days
- 176 recovered episodes
- Longest recovery
- 465 days
- Trough to prior peak
- Current spell
- 11 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
20 Feb 2020 – 17 Nov 2020
Trough 23 Mar 2020 · recovered in 239 days
-38.5%
9 Apr 2015 – 4 Jul 2016
Trough 29 Feb 2016 · recovered in 126 days
-19.3%
17 Jan 2022 – 12 Sept 2022
Trough 20 Jun 2022 · recovered in 84 days
-18.3%
26 Sept 2024 – 20 Oct 2025
Trough 28 Feb 2025 · recovered in 234 days
-18.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
94
Vs category
55
Consistency
59
Risk-adjusted
59
Drawdown
4
Mean
54
Portfolio
31 Aug 2026 · 133 holdings · top 10 are 27.2%.
- Top 5
- 17.1%
- Top 10
- 27.2%
- Largest holding
- 4.3%
- Effective holdings
- 70.5
Reverse Repo
Unspecified
4.3%
HDFC Bank Ltd
Financial
3.8%
One 97 Communications Ltd
Industrials
3.4%
ICICI Bank Ltd
Financial
3.2%
Kotak Mahindra Bank Ltd
Financial
2.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 61% 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.
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
LIC MF Large & Mid Cap Fund
LIC Mutual Fund
- 1Y
- -1.1%
- 3Y
- +12.8%
- Vol
- 15.7%
- Max DD
- -33.9%
- Sharpe
- 0.58
- 3Y win
- +61%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +7.2%
- 3Y
- +21.2%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.87
- 3Y win
- +98%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
SBI LARGE & MIDCAP FUND
SBI Mutual Fund
- 1Y
- +1.7%
- 3Y
- +11.6%
- Vol
- 15.0%
- Max DD
- -36.4%
- Sharpe
- 0.74
- 3Y win
- +72%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns