Should I invest in Bandhan Large & Mid Cap Fund?

We don't give personal investment advice. Bandhan Large & Mid Cap Fund - Direct Plan - IDCW is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 9.40%.

Bandhan

Bandhan Large & Mid Cap Fund - Direct Plan - IDCW

Latest NAV

₹35.6690

As of

3 Jun 2026

3,309 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.21%	+0.15%	+0.06	19 / 36	Q3
1W	-1.91%	-1.74%	-0.17	22 / 36	Q3
2W	-0.52%	-0.17%	-0.35	23 / 36	Q3
1M	-0.77%	-0.80%	+0.04	18 / 36	Q2
3M	-7.79%	-1.40%	-6.39	33 / 36	Q4
6M	-10.95%	-6.06%	-4.90	30 / 36	Q4
YTD	-10.84%	-6.30%	-4.54	29 / 36	Q4
1Y	-3.89%	-1.66%	-2.24	24 / 35	Q3
2Y	-0.89%	+0.68%	-1.58	19 / 33	Q3
3Y	+11.02%	+12.10%	-1.08	19 / 31	Q3
4Y	+11.94%	+12.28%	-0.34	18 / 31	Q3
5Y	+9.40%	+10.78%	-1.39	20 / 31	Q3
7Y	+11.16%	+12.23%	-1.07	19 / 27	Q3
10Y	+9.90%	+10.45%	-0.56	15 / 22	Q3
Inception	+8.04%	+10.14%	-2.09	25 / 36	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-10.84%	-6.30%	-4.54	29 / 36
2025	+0.72%	+1.18%	-0.46	18 / 35
2024	+20.47%	+19.71%	+0.76	10 / 31
2023	+30.32%	+26.16%	+4.16	9 / 31
2022	+2.92%	+0.59%	+2.33	12 / 31
2021	+28.12%	+33.41%	-5.29	24 / 31
2020	+10.35%	+14.39%	-4.04	20 / 30
2019	-1.10%	+6.20%	-7.29	23 / 26
2018	-9.26%	-13.14%	+3.87	7 / 23
2017	+27.70%	+29.57%	-1.86	13 / 23
2016	+0.98%	+3.36%	-2.38	16 / 22

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.98%

152 windows

min -34.1% · max 84.9%

66% positive

3-Year rolling

+10.24%

127 windows

min -11.7% · max 28.3%

90% positive

5-Year rolling

+9.75%

103 windows

min -6.2% · max 23.2%

95% positive

7-Year rolling

+8.87%

79 windows

min 0.7% · max 13.6%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.32%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.45

Downside-only deviation

Max drawdown

-24.74%

Sep 2024 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹45.3030	3 Jun 2026
NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹68.1548	3 Jun 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹356.4452	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹51.8500	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹50.7800	3 Jun 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹62.7085	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹201.0900	3 Jun 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.1484	3 Jun 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹21.5940	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - IDCW	Mirae Asset	₹79.4160	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹35.6690
2 Jun 2026	₹35.8780
1 Jun 2026	₹35.8040
31 May 2026	₹36.1040
29 May 2026	₹36.1040
27 May 2026	₹36.6420
26 May 2026	₹36.5780
25 May 2026	₹36.5520
22 May 2026	₹36.1910
21 May 2026	₹36.2290

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Bandhan Large & Mid Cap Fund - Direct Plan - IDCW is ₹35.6690. It's a Large & Mid Cap Fund from Bandhan, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Bandhan Large & Mid Cap Fund - Direct Plan - IDCW has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Bandhan Large & Mid Cap Fund - Direct Plan - IDCW is managed by Bandhan. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW has delivered a absolute return of -3.89% — -2.24 pp behind the Large & Mid Cap Fund category average of -1.66%. The fund ranks #24 of 35 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW has delivered a CAGR of 11.02% — -1.08 pp behind the Large & Mid Cap Fund category average of 12.10%. The fund ranks #19 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW has delivered a CAGR of 9.40% — -1.39 pp behind the Large & Mid Cap Fund category average of 10.78%. The fund ranks #20 of 31 in its category — the third (Q3) quartile.

₹1 lakh invested in Bandhan Large & Mid Cap Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹256,960 today — a multiplier of 2.57×, based on the 10-year CAGR of 9.90%. The category average over the same window would have grown ₹1 lakh to ₹270,253.

A ₹10,000 monthly SIP in Bandhan Large & Mid Cap Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹724,948 today. That's an XIRR (money-weighted annualised return) of 7.49%.

A ₹10,000 monthly SIP for 10 years in Bandhan Large & Mid Cap Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,021,780 (multiplier 1.68×). XIRR: 10.06%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW ranks #20 out of 31 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.78%; this fund delivered 9.40%.

The worst peak-to-trough decline Bandhan Large & Mid Cap Fund - Direct Plan - IDCW has experienced over the last 5-year window is 24.74% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW averaged 9.75% (best 23.19%, worst -6.17%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, Bandhan Large & Mid Cap Fund - Direct Plan - IDCW returned 0.72% — lagging the Large & Mid Cap Fund category average of 1.18% by 0.46 pp. It ranked #18 of 35 in its category that year.

Bandhan Large & Mid Cap Fund - Direct Plan - IDCW is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Bandhan Large & Mid Cap Fund - Direct Plan - IDCW is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 9.40%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.