Bandhan Large and Mid Cap Fund
Direct · Growth ₹165.27
31 Jul 2026
NAV
17.5%
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.
7.73
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 | ₹12.88 L | 19.8% | -58.4% | 95.7% |
| 3 Years | ₹36.00 L | ₹47.04 L | 17.8% | -23.8% | 42.6% |
| 5 Years | ₹60.00 L | ₹91.67 L | 17.3% | -8.9% | 35.1% |
| 7 Years | ₹84.00 L | ₹1.52 Cr | 17.2% | -1.8% | 27.5% |
| 10 Years | ₹1.20 Cr | ₹3.19 Cr | 18.4% | 13.4% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹4.63 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 | 19.8% | 14.5% | 16.5% | +5.3% |
| 3 Years | 17.8% | 11.2% | 17.8% | +6.7% |
| 5 Years | 17.3% | 10.4% | 17.3% | +6.9% |
| 7 Years | 17.2% | 10.6% | 16.6% | +6.6% |
| 10 Years | 18.4% | 11.5% | 16.8% | +6.9% |
| 12 Years | 18.2% | 11.4% | 16.5% | +6.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.9% | 14.0% | -33.2% | 95.8% | 0.60 | 2.02 | 86% | — | — |
| 3 Years | 17.5% | 17.6% | -6.9% | 35.5% | 1.40 | 5.48 | 96% | — | — |
| 5 Years | 16.6% | 15.6% | -0.3% | 34.3% | 1.58 | 15.40 | 100% | — | — |
| 10 Years | 17.0% | 17.3% | 13.6% | 19.4% | 7.73 | — | 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 | +8.02 | 0.95 | 97.4% | 86.8% | 6.8% | -1.6% |
| 3 Years | +12.28 | 0.96 | 102.7% | 87.4% | 19.5% | 7.3% |
| 5 Years | +8.91 | 0.96 | 98.9% | 88.3% | 17.8% | 8.9% |
| 7 Years | +8.72 | 0.91 | 95.7% | 86.8% | 20.1% | 11.9% |
| 10 Years | +5.89 | 0.92 | 95.8% | 89.0% | 16.5% | 10.9% |
| 12 Years | +6.43 | 0.92 | 95.9% | 88.6% | 16.2% | 10.1% |
| 15 Years | +4.54 | 0.91 | 94.3% | 88.3% | 14.0% | 9.8% |