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BANDHAN Large Cap Fund-Direct Plan-Growth is an equity scheme managed by Bandhan Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.85%, with the bottom and top quartiles at 16.44% and 19.08% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.18% on assets of ₹2,007Cr. The fund is currently managed by Ritika Behera, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 91% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 7.90% |
| HDFC BANK LIMITED | Financial Services | 7.58% |
| RELIANCE INDUSTRIES LIMITED | Energy | 6.41% |
| INFOSYS LIMITED | Technology | 4.29% |
| NTPC LIMITED | Utilities | 4.24% |
| STATE BANK OF INDIA | Financial Services | 3.93% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.30% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.13% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.88% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 2.86% |
| AXIS BANK LIMITED | Financial Services | 2.61% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.47% |
| JSW STEEL LIMITED | Basic Materials | 2.13% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 2.10% |
| Varun Beverages Ltd | Consumer Defensive | 1.50% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.40% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 1.32% |
| ITC LIMITED | Consumer Defensive | 1.25% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.24% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 1.22% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 1.16% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.12% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.05% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 1.02% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 1.00% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 10 | 32.48% |
| Healthcare | 5 | 7.43% |
| Automobile and Auto Components | — | 7.40% |
| Oil, Gas & Consumable Fuels | — | 6.82% |
| Information Technology | — | 6.70% |
| Power | — | 5.44% |
| Consumer Services | — | 5.24% |
| Fast Moving Consumer Goods | — | 4.38% |
| Consumer Durables | — | 4.07% |
| Metals & Mining | — | 3.79% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.19% | 4.56% | 13.16% | 33.56% | 58.25% | 89.6% |
| 3Y | 11.42% | 16.44% | 17.85% | 19.08% | 23.34% | 100.0% |
| 5Y | 12.02% | 14.41% | 17.77% | 19.46% | 22.74% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 46.5% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.