Should I invest in Bandhan Large & Mid Cap Fund?

We don't give personal investment advice. Bandhan Large & Mid Cap Fund - Regular Plan - Growth 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: 18.7%. 5-year CAGR: 16.16%.

IDFC

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Latest NAV

₹137.6310

As of

24 Jul 2026

4,472 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	-0.03%	-0.17%	+0.13	10 / 34	Q2
1W	-1.86%	-1.58%	-0.29	23 / 34	Q3
2W	-2.41%	-1.78%	-0.63	31 / 34	Q4
1M	-1.08%	-0.60%	-0.48	31 / 34	Q4
3M	+0.92%	+2.72%	-1.80	31 / 32	Q4
6M	+3.54%	+3.11%	+0.43	13 / 32	Q2
YTD	-1.57%	-2.55%	+0.98	13 / 32	Q2
1Y	+2.24%	-1.22%	+3.46	8 / 32	Q1
2Y	+3.24%	-0.09%	+3.33	5 / 32	Q1
3Y	+18.05%	+12.08%	+5.97	2 / 32	Q1
4Y	+19.83%	+13.64%	+6.19	2 / 32	Q1
5Y	+16.16%	+11.55%	+4.61	3 / 32	Q1
7Y	+18.09%	+14.58%	+3.52	5 / 32	Q1
10Y	+14.95%	+11.20%	+3.75	4 / 32	Q1
Inception	+11.57%	+8.73%	+2.84	11 / 31	Q2

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	-1.57%	-2.55%	+0.98	13 / 32
2025	+7.01%	+2.91%	+4.10	6 / 32
2024	+28.09%	+19.92%	+8.17	3 / 32
2023	+36.27%	+27.73%	+8.54	2 / 32
2022	+6.93%	+2.49%	+4.44	12 / 32
2021	+33.17%	+32.49%	+0.69	15 / 32
2020	+12.76%	+13.97%	-1.21	19 / 32
2019	+3.72%	+4.84%	-1.12	18 / 32
2018	-4.70%	-10.87%	+6.16	6 / 32
2017	+36.39%	+31.34%	+5.04	11 / 32
2016	+7.58%	+2.52%	+5.06	6 / 32

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

+16.17%

209 windows

min -29.5% · max 92.2%

79% positive

3-Year rolling

+14.02%

185 windows

min -6.0% · max 29.9%

95% positive

5-Year rolling

+13.73%

161 windows

min -0.3% · max 31.4%

99% positive

7-Year rolling

+13.04%

136 windows

min 6.0% · max 18.8%

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

13.57%

3-year · annualised

Sharpe ratio

0.83

vs risk-free 6.5%

Sortino ratio

1.37

Downside-only deviation

Max drawdown

-18.36%

Sep 2024 → Feb 2025

% positive months

72.2%

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 - Growth Option	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - IDCW	IDFC	₹27.2200	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹137.6310
23 Jul 2026	₹137.6770
22 Jul 2026	₹138.6480
21 Jul 2026	₹139.8540
20 Jul 2026	₹139.9380
17 Jul 2026	₹140.2460
16 Jul 2026	₹139.8500
15 Jul 2026	₹140.7200
14 Jul 2026	₹140.1230
13 Jul 2026	₹141.1410

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 24 Jul 2026, the NAV of Bandhan Large & Mid Cap Fund - Regular Plan - Growth is ₹137.6310. It's a Large & Mid Cap Fund from IDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Bandhan Large & Mid Cap Fund - Regular Plan - Growth has NAV history starting from 02 Jun 2008, a track record of about 18 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Bandhan Large & Mid Cap Fund - Regular Plan - Growth is managed by IDFC. 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 - Regular Plan - Growth has delivered a absolute return of 2.24% — +3.46 pp ahead of the Large & Mid Cap Fund category average of -1.22%. The fund ranks #8 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Bandhan Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 18.05% — +5.97 pp ahead of the Large & Mid Cap Fund category average of 12.08%. The fund ranks #2 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Bandhan Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 16.16% — +4.61 pp ahead of the Large & Mid Cap Fund category average of 11.55%. The fund ranks #3 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in Bandhan Large & Mid Cap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹402,772 today — a multiplier of 4.03×, based on the 10-year CAGR of 14.95%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in Bandhan Large & Mid Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹894,601 today. That's an XIRR (money-weighted annualised return) of 15.98%.

A ₹10,000 monthly SIP for 10 years in Bandhan Large & Mid Cap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,832,067 (multiplier 2.36×). XIRR: 16.37%. 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 - Regular Plan - Growth ranks #3 out of 32 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.55%; this fund delivered 16.16%.

The worst peak-to-trough decline Bandhan Large & Mid Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 18.68% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 - Regular Plan - Growth averaged 13.73% (best 31.41%, worst -0.30%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.69 — reasonable risk-adjusted performance.

In calendar year 2025, Bandhan Large & Mid Cap Fund - Regular Plan - Growth returned 7.01% — beating the Large & Mid Cap Fund category average of 2.91% by 4.10 pp. It ranked #6 of 32 in its category that year.

Bandhan Large & Mid Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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: 18.7%. 5-year CAGR: 16.16%.

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