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Bandhan Large & Mid Cap Fund - Regular Plan - IDCW

Bandhan · Mid Cap
High
₹25.81
Current NAV
23 Oct 2026
-14.8%
1Y Return
5.7%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.56).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.56).
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.56
Sharpe Ratio
1.16
Beta
2.56
Alpha
1.97
Sortino
Fund Details
Fund House Bandhan
Category Mid Cap
AUM ₹7610 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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