Bandhan Large and Mid Cap Fund
Direct · Growth ₹163.58
18 Jun 2026
NAV
17.4%
3Y CAGR
16.6%
5Y CAGR
17.0%
10Y CAGR
16.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.60
Sharpe
-38.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.90 L | 19.9% | -58.4% | 95.7% |
| 3 Years | ₹36.00 L | ₹47.15 L | 17.9% | -23.8% | 42.6% |
| 5 Years | ₹60.00 L | ₹91.53 L | 17.3% | -8.9% | 35.1% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 17.1% | -1.8% | 27.5% |
| 10 Years | ₹1.20 Cr | ₹3.21 Cr | 18.4% | 13.4% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹4.65 Cr | 18.2% | 16.0% | 20.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.9% | 14.5% | 16.4% | +5.4% |
| 3 Years | 17.9% | 11.2% | 17.9% | +6.7% |
| 5 Years | 17.3% | 10.4% | 17.4% | +6.9% |
| 7 Years | 17.1% | 10.6% | 16.6% | +6.5% |
| 10 Years | 18.4% | 11.5% | 16.8% | +6.9% |
| 12 Years | 18.2% | 11.4% | 16.6% | +6.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.0% | 14.2% | -33.2% | 95.8% | 0.61 | 2.03 | 86% | — | — |
| 3 Years | 17.4% | 17.5% | -6.9% | 35.5% | 1.38 | 5.42 | 96% | — | — |
| 5 Years | 16.6% | 15.6% | -0.3% | 34.3% | 1.56 | 15.24 | 100% | — | — |
| 10 Years | 17.0% | 17.4% | 13.6% | 19.4% | 7.60 | — | 100% | — | — |
-38.5%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.1%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.45
3Y
0.43
5Y
0.40
7Y
0.44
10Y
0.45
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.76 | 0.96 | 98.0% | 86.2% | 5.4% | -3.8% |
| 3 Years | +13.61 | 0.96 | 103.4% | 86.7% | 21.9% | 8.4% |
| 5 Years | +9.65 | 0.96 | 99.5% | 88.0% | 18.3% | 8.8% |
| 7 Years | +8.57 | 0.91 | 95.8% | 87.1% | 19.0% | 10.8% |
| 10 Years | +6.17 | 0.92 | 96.0% | 89.0% | 17.2% | 11.4% |
| 12 Years | +6.34 | 0.92 | 96.0% | 88.9% | 16.2% | 10.1% |
| 15 Years | +4.51 | 0.91 | 94.4% | 88.4% | 13.9% | 9.7% |