Meta Title

Bandhan Large & Mid Cap Fund - NAV, Returns, Performance & Investment Analysis 2025

Meta Description

Explore Bandhan Large & Mid Cap Fund with detailed analysis on investment objective, fund manager Anoop Bhaskar, AUM of ₹1,82,347 Cr, returns, and investment strategy for long-term wealth creation.

Investment Objective and Approach

The scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks. The fund follows a balanced approach by investing in both large and mid-cap companies, providing flexibility to the fund management team to capitalize on opportunities across different market capitalizations.

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. The strategy aims to balance growth potential with risk management by diversifying across established large-cap companies and emerging mid-cap opportunities.

Key Investment Highlights:

- Focus on long-term capital appreciation

- Balanced exposure to large-cap and mid-cap segments

- Flexible investment approach based on market opportunities

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

Fund Managers

Anoop Bhaskar is the Current Fund Manager of Bandhan Large & Mid Cap Fund Direct Growth fund. Mr. Bhaskar brings extensive experience in equity fund management with a proven track record in the industry.

Professional Background:

Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), he has worked with Nippon India Mutual Fund, ICICI Prudential Mutual Fund as Fund Manager and as Analyst in various organisations: Vicisoft Technologies, Lehman Brothers, Brics Securities, Lucky Securities, SSKI Securities and Prime Securities.

His diverse experience across multiple fund houses and analytical roles provides him with deep market insights and expertise in managing equity portfolios across different market conditions.

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.

Key Milestones:

- 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.

Fund Performance Metrics (as of August 2025):

- The fund currently has an Asset Under Management(AUM) of ₹1,82,347 Cr and the Latest NAV as of 14 Aug 2025 is ₹154.00.

- Over the past five years, Bandhan Large & Mid Cap Fund - Regular Plan has delivered an annualised return of 25.60% as of 18-Aug-2025.

- Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000.

Should I Invest in Bandhan Large & Mid Cap Fund?

This fund is suitable for investors seeking long-term wealth creation with moderate risk tolerance. The hybrid approach of investing in both large and mid-cap stocks offers a balanced risk-return profile.

Ideal For:

- Investors with investment horizon of 5+ years

- Those seeking exposure to both large and mid-cap segments

- Investors comfortable with moderate to high risk levels

- Long-term wealth creation goals

Investment Considerations:

- Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

- The Bandhan Large & Mid Cap Fund Direct Growth is rated Very High risk.

- Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

The fund's strong track record, experienced management team, and balanced investment approach make it a viable option for long-term equity investors seeking diversified exposure across market capitalizations.

FAQs

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

The NAV keeps changing daily based on market movements. You can check the current NAV on Allvest's platform or the fund house website for real-time updates.

What is the AUM of Bandhan Large & Mid Cap Fund?

The fund currently has an Asset Under Management(AUM) of ₹1,82,347 Cr as of 14 Aug 2025.

What is the expense ratio of Bandhan Large & Mid Cap Fund?

The expense ratio varies between regular and direct plans. Direct plans have lower expense ratios as they exclude distribution costs. Check the latest fact sheet for current rates.

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

Over the past five years, Bandhan Large & Mid Cap Fund has delivered an annualised return of 25.60% as of 18-Aug-2025. Past performance doesn't guarantee future returns.

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

Minimum SIP Investment is set to ₹100. This makes it accessible for small investors to start their investment journey.

How do I invest in Bandhan Large & Mid Cap Fund?

You can invest through Allvest's platform online, directly from the fund house website, or through registered mutual fund distributors and banks.

How to start a SIP in Bandhan Large & Mid Cap Fund?

Create an account on Allvest, complete your KYC verification, select the fund, choose SIP option, set your monthly amount and date, and authorize the auto-debit mandate.

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

Set up an auto-debit mandate through Allvest's platform by linking your bank account. The SIP amount will be automatically debited on your chosen date each month.

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

You can redeem through Allvest's platform online, by submitting redemption forms to the fund house, or through your distributor. Note the exit load if redeeming within one year.