Bandhan Large & Mid Cap Fund - Direct Plan has delivered 61.76% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #16 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 5.62% .
The fund currently owns more than 127 stocks.
The top 10 holdings account for 30.17% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.92% | -1.86% |
| 2 Year Return | 59.37% | 11.61% |
| 3 Year Return | 113.15% | 32.10% |
| 4 Year Return | 233.21% | 57.26% |
| 5 Year Return | 239.55% | 76.78% |
| 6 Year Return | 243.50% | 125.17% |
| 7 Year Return | 409.78% | 141.57% |
| Expense Ratio | 0.44% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.62%
|
||
| 2 | Finance - Banks - Private Sector |
4.24%
|
|
| 3 | Financials |
3.33%
|
|
| 4 | Finance - Banks - Private Sector |
3.08%
|
|
| 5 | Financial Technologies (Fintech) |
3.02%
|
|
| 6 | Information Technology |
2.61%
|
|
| 7 | Financials |
2.44%
|
|
| 8 | Financials |
2.22%
|
|
| 9 | Information Technology |
1.82%
|
|
| 10 | Financials |
1.79%
|
|
| 11 | Financials |
1.75%
|
|
| 12 | Materials |
1.73%
|
AMC: BANDHAN
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Manish Gunwani
Minimum Purchase: ₹1,000
Exit Load: If redeemed/switched out within 365 days from the date of allotment: Up to 10% of investment: Nil, For remaining investment: 1% of applicable NAV If redeemed / switched out after 365 days from date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Bandhan Large & Mid Cap Fund - Direct Plan is managed by BANDHAN and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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