BANDHAN Large Cap Fund - Regular Plan - Growth
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 99% of 3-year investment horizons.
- Generated +3.8% annualized alpha (excess return) over its benchmark.
- Consistently ranked #3 in its category with an MFIQ quantitative score of 6.3/10.
- Experienced a maximum drawdown of -43.8% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +10.78% | +10.11% | +0.67% |
| 3 Months | +2.78% | +2.34% | +0.44% |
| 6 Months | +8.44% | +7.43% | +1.01% |
| 1 Year | +3.07% | +1.45% | +1.62% |
| 3 Years CAGR | +14.21% | +11.11% | +3.10% |
| 5 Years CAGR | +9.67% | +8.67% | +1.00% |
| 7 Years CAGR | +13.68% | +12.38% | +1.30% |
| 10 Years CAGR | +12.85% | +12.11% | +0.74% |
| Since Inception | +10.37% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in BANDHAN Large Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.17% | +0.43% | +1.74% |
| 2025 | +8.22% | +7.29% | +0.93% |
| 2024 | +18.70% | +14.09% | +4.61% |
| 2023 | +26.77% | +23.37% | +3.40% |
| 2022 | -2.32% | +1.44% | -3.76% |
| 2021 | +26.75% | +25.31% | +1.44% |
| 2020 | +17.41% | +14.56% | +2.85% |
| 2019 | +10.59% | +12.01% | -1.42% |
| 2018 | -4.23% | -0.64% | -3.59% |
| 2017 | +34.16% | +30.38% | +3.78% |
| 2016 | +5.28% | +3.25% | +2.03% |
| 2015 | -5.67% | -0.48% | -5.19% |
| 2014 | +30.39% | +38.97% | -8.58% |
| 2013 | +8.02% | +6.63% | +1.39% |
| 2012 | +27.43% | +28.47% | -1.04% |
| 2011 | -23.34% | -22.55% | -0.79% |
| 2010 | +18.52% | +17.67% | +0.85% |
| 2009 | +74.04% | +77.18% | -3.14% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -28.06% | +13.87% | +10.58% | +94.74% | 78.5% | 42.6% |
| 3-Year Rolling | -4.98% | +11.98% | +12.00% | +27.40% | 99.1% | 31.4% |
| 5-Year Rolling | -1.82% | +11.92% | +11.74% | +25.40% | 99.8% | 25.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-06-04 | 2009-03-12 | -43.8% | 9 months | 3 months |
| 2020-02-19 | 2020-03-23 | -35.2% | 1 months | 7 months |
| 2010-11-09 | 2011-12-20 | -26.5% | 13 months | 17 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments of Large cap companies | 80% -100% Equity & Equity related securities other than above: 0% - 20% Money Market and other liquid instruments#: 0% - 20% Units issued by InvITs: 0% - 20% Mutual Fund Units (Overnight Fund, Money Market Fund & Liquid Fund): 0% - 20% |
Investment Objective & Strategy
The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,341 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Large Cap Fund | 6.0 | +14.99% | 2.14% | 98.0% | Rs 2,200 cr | Compare → |
| WhiteOak Capital Large Cap Fund | 6.6 | +13.60% | 2.45% | 91.5% | Rs 1,360 cr | Compare → |
| Taurus Large Cap Fund | 5.3 | +16.25% | 2.74% | 79.0% | Rs 71.4 cr | Compare → |
| DSP Large Cap Fund | 6.4 | +12.46% | 2.02% | 88.4% | Rs 7,459 cr | Compare → |
| BARODA BNP PARIBAS LARGE CAP Fund | 6.5 | +12.31% | 2.06% | 92.7% | Rs 2,690 cr | Compare → |
Frequently Asked Questions about BANDHAN Large Cap Fund
What is the expense ratio of BANDHAN Large Cap Fund?
BANDHAN Large Cap Fund has a total expense ratio (TER) of 2.2% with a base expense ratio of 1.73%, compared to the Large Cap category median of 2.29%.
Who manages BANDHAN Large Cap Fund?
BANDHAN Large Cap Fund is managed by Manish Gunwani.
What are the historical returns of BANDHAN Large Cap Fund?
BANDHAN Large Cap Fund delivered a 3-year CAGR of 14.21% and a 5-year CAGR of 9.67%. Its 1-year return stands at +3.07%.
How large is BANDHAN Large Cap Fund?
BANDHAN Large Cap Fund manages assets of Rs 2,341 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is BANDHAN Large Cap Fund scored on MFIQ?
BANDHAN Large Cap Fund holds an MFIQ Score of 6.3/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is BANDHAN Large Cap Fund?
BANDHAN Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.62% with a maximum historical drawdown of -43.82%.