Investment Objective and Approach

To create wealth over long term. Investment predominantly in equity and equity related instruments of the large cap companies. The fund follows a focused investment strategy targeting well-established companies with market capitalizations typically ranking among the top 100 stocks by market value.

Large cap equity funds are ideal for investors seeking long-term wealth creation, making them unsuitable for short-term horizons. The fund aims to provide capital appreciation through a diversified portfolio of large-cap stocks while maintaining relative stability compared to mid-cap or small-cap funds.

Key Financial Metrics:

- Latest NAV: ₹86.35 as of 29th May 2025

- AUM: ₹1,828.46 Cr as of 29th May 2025

- Expense Ratio: 0.89% as of 29th May 2025

- Annualized returns: 17.23% over 3 years and 19.02% over 5 years

- Minimum Investment: ₹1,000 lumpsum and ₹100 SIP

Fund Managers

The fund is managed by a team of experienced professionals led by Mr. Manish Gunwani (w.e.f 02/12/2024), Mr. Prateek Poddar (w.e.f 02/12/2024), Ms. Ritika Behera (w.e.f 02/12/2024), Mr. Gaurav Satra (w.e.f 02/12/2024).

Manish Gunwani - Head of Equity:

Mr. Manish Gunwani joined Bandhan AMC in January 2023 to head equity fund management for the fund house. He brings rich fund management experience and an excellent track record of wealth creation for investors. Mr. Gunwani has over two and a half decades of rich experience, covering the entire gamut of equity research as well as fund management.

In his previous assignment, Mr. Gunwani was the Chief Investment Officer - Equities at Nippon India Mutual Fund where he was responsible for managing equity AUM of over Rs. 1.2 lakh crores. Mr. Gunwani holds a postgraduate diploma in management from IIM Bangalore and completed his graduation from IIT Madras.

About the Fund House (AMC)

Bandhan Mutual Fund was set up on March 13, 2000. It is one of the largest Mutual Fund houses in India's domestic market. In terms of Assets under Management (AUM), it is one of the largest players in the sector. As of March 2024, the fund house manages ​​assets worth Rs. 137193.31 crores.

April 2022 marked the acquisition of IDFC Asset Management Company by Bandhan along with a consortium. The consortium included Bandhan Financial Holdings Limited, Singapore's Sovereign Fund GIC, and ChrysCapital. Post the acquisition, the IDFC Mutual Fund was renamed Bandhan Mutual Fund in March 2023.

It currently offers 76 mutual fund schemes to its investors. These are diversified across debt, equity, hybrid, and other schemes. The fund house has established itself as a reliable player in the Indian mutual fund industry with a focus on delivering consistent performance across market cycles.

Should I Invest in Bandhan Large Cap Fund?

Bandhan Large Cap Fund can be suitable for investors with the following profile:

Ideal For:

- Long-term investors with an investment horizon of 5+ years

- Conservative equity investors seeking exposure to established companies

- First-time equity investors looking for relatively stable growth

- Investors wanting professional management of large-cap stocks

Key Considerations:

- The fund has consistently outperformed the benchmark (Nifty 100) over the last 1Y, 3Y, 5Y time periods

- Strong fund management team led by experienced professionals

- Reasonable expense ratio making it cost-effective for long-term wealth creation

- Diversified portfolio across sectors reducing concentration risk

Risk Factors:

- Market volatility can affect returns in the short term

- Large-cap funds may underperform during bull markets compared to mid/small-cap funds

- Investors understand that their principal will be at Very High Risk

FAQs

What is today's NAV of Bandhan Large Cap Fund?

The current NAV of Bandhan Large Cap Fund is ₹86.35 as of 29th May 2025. NAV changes daily based on market movements.

What is the AUM of Bandhan Large Cap Fund?

The fund has an AUM of ₹1,828.46 Cr as of 29th May 2025, indicating substantial investor confidence and fund size.

What is the expense ratio of Bandhan Large Cap Fund?

The expense ratio is 0.89% as of 29th May 2025, which covers fund management and operational costs.

What are the returns of Bandhan Large Cap Fund since inception?

The fund was launched on 1st January 2013, with annualized returns of 17.23% over 3 years and 19.02% over 5 years.

What is the minimum SIP amount to invest in Bandhan Large Cap Fund?

The minimum SIP amount is ₹100, making it accessible for regular systematic investing.

How do I invest in Bandhan Large Cap Fund?

You can invest through Allvest platform by completing KYC, selecting the fund, choosing between SIP or lumpsum, and making payment through your bank account.

How to start a SIP in Bandhan Large Cap Fund?

Login to Allvest, search for Bandhan Large Cap Fund, select SIP option, enter monthly amount (minimum ₹100), choose investment date, and set up auto-debit.

How do I automate an SIP in Bandhan Large Cap Fund?

Set up a bank mandate through Allvest platform which will automatically deduct the SIP amount monthly from your designated bank account.

How can I withdraw/redeem my investment in Bandhan Large Cap Fund?

Submit a redemption request through Allvest specifying units or amount to redeem. Proceeds will be credited to your registered bank account within 3-4 business days.