Mutual Funds Research

Bandhan Large & Mid Cap Fund: Where Stability Meets Growth

pa_wealth

–

March 9, 2026

About the Edelweiss Small Cap Fund
Basic Details
Classification Portfolio of the fund
Fund Managers & Tenure of managing the Scheme
Investment Details
Returns Generated
Risk Factors
Investment Philosophy
Taxability of Earnings

(A) About the Bandhan Large & Mid Cap Fund

Bandhan Large & Mid Cap Fund focuses on capturing opportunities across both established large-cap companies and fast-growing mid-cap businesses in India. By blending stability with growth potential, the fund aims to participate in different phases of the market cycle. Its diversified portfolio approach allows investors to gain exposure to leading companies as well as emerging market leaders. As a result, the fund appeals to investors seeking balanced exposure to growth and stability within the equity market over the long term.

(B) Basic Details of Bandhan Large & Mid Cap Fund

Fund House	Bandhan Mutual Fund
Category	Equity: Large & Midcap Fund
Launch Date	09-Aug-2005
Type	Open-ended
AUM	₹13,968 Cr (As on 31 January 2026)
Available at NAV of	₹132.64 (As on 07 Mar 2026)

(C) Classification Portfolio of the fund

(i) Portfolio Mix by Market Cap Size

(ii) Top 10 Holdings of the Bandhan Large & Mid Cap Fund

(iii) Top 10 Sectors Exposures of the Bandhan Large & Mid Cap Fund

(D) Fund Manager & Tenure of managing the Scheme

Bandhan Large & Mid Cap Fund is an open-ended equity mutual fund that invests predominantly in a diversified portfolio of large-cap and mid-cap companies. The fund aims to generate long-term capital appreciation by combining the stability of established large companies with the growth potential of mid-sized firms. It follows an active investment strategy and maintains diversification across sectors to manage risk while seeking sustainable growth opportunities in the Indian equity market.

Bandhan Large & Midcap_Fund Manager_PA Wealth

(E) Fund – Investment Details

Bandhan Large & Mid Cap Fund
Application Amount for fresh Subscription (Lumpsum)	₹1000
Min Additional Investment (SIP)	₹100
Exit load	1%*
Lock In	No
Expense Ratio	1.68% (As on 28th Feb 2026)

*A 1% exit load is charged on redemption of units above 10% of the investment
if withdrawn within 365 days

(F) Returns Generated By The Fund

(G) Risk Factors

(i) Top Drawdowns

The largest drawdown was -39.35% from January 2018 to March 2020, influenced by the mid-cap correction and the COVID-19 Market Crash, with recovery by November 2020.

The second largest decline was -32.35% from November 2010 to December 2011, which also had the longest recovery period of 593 days.

Most other drawdowns ranged between 9% and 20%, were shorter in duration, and the fund generally recovered within a few months, indicating resilience over the long term.

(H) Investment Philosophy

The Bandhan Large & Mid Cap Fund follows the following investment approach:

Large & Mid Cap Focus – Invests predominantly in large-cap and mid-cap companies to capture stability from large firms and growth potential from mid-sized companies.

Long-Term Capital Growth – The scheme aims to generate long-term capital appreciation through investments in equity and equity-related instruments.

Diversified Portfolio – Maintains diversification across sectors and companies to manage risk and capture opportunities across the market.

Selective Alpha Generation – Small-cap stocks may be used selectively to generate additional returns over large- and mid-cap benchmarks.

Taxation

(I) Taxability on earnings

Capital Gains Taxation

If you sell mutual fund units after 1 year of investment, gains up to ₹1.25 lakh in a financial year are exempt from tax, while gains above this are taxed at 12.5%.
If you sell within 1 year of investment, the entire gain is taxed at 20%.
No tax is payable as long as you continue to hold the units.

Dividend Taxation

Dividends from mutual funds are taxed as per the investor’s income tax slab.
If the dividend income exceeds ₹10,000 in a financial year, a 10% TDS is deducted by the fund house before payout.

Drop us your query at – info@pawealth.in or Visit pawealth.in

References: valueresearchonline.com, Industry’s Publications, News Publications, Mutual Fund Company.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. In summary, the report and its references are presented to offer readers an informational overview of the discussed industry.

Overall, the report and accompanying references serve an informational purpose, helping readers better understand the stated industry.