Aeterna Wealth

Bandhan Large & Mid Cap Fund vs HDFC Large & Mid Cap Fund

Over the last 3 years, Bandhan Large & Mid Cap Fund returned 18.4% a year against 13.7% for HDFC Large & Mid Cap Fund (Direct plans). In falling months, Bandhan Large & Mid Cap Fund fell less: 88% of the index's fall, against 101%. Data as of 12 Nov 2026.

Bandhan Large & Mid Cap FundHDFC Large & Mid Cap Fund
CategoryLarge & Mid CapLarge & Mid Cap
Fund houseBandhan Mutual FundHDFC Mutual Fund
BenchmarkNifty Largemidcap 250 TRINifty Largemidcap 250 TRI
Age13.9 years12.4 years
AUM on 30 Oct 2026₹20,904 cr₹28,093 cr
Direct plan
RatingBC
Expense ratio1.13%0.91%
1Y return3.2%0.9%
3Y return (a year)18.4%13.7%
5Y return (a year)16.2%13.2%
3Y vs index+5.1%+0.4%
Rating score, rank62 · #7 of 2637 · #20 of 26
Regular plan
RatingBB
Expense ratio2.25%1.60%
1Y return2.0%0.1%
3Y return (a year)17.0%12.8%
5Y return (a year)14.8%12.3%
3Y vs index+3.7%-0.5%
Rating score, rank61 · #7 of 2640 · #19 of 26
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods100%100%
Deepest fall, 3Y-17.9%-18.7%
Volatility, 3Y14.6%15.2%
Max fall, 5Y-18.3%-18.7%
Down capture, 3Y88101
Stocks held–238
Top 10 holdings–19%
Large / mid / small caps–43 / 39 / 17%
Largest sector–Banks

Common questions

Bandhan Large & Mid Cap Fund or HDFC Large & Mid Cap Fund: which is better?

On our track-record ratings (Direct plans), Bandhan Large & Mid Cap Fund is rated B and HDFC Large & Mid Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

Bandhan Large & Mid Cap Fund or HDFC Large & Mid Cap Fund: which has done better?

Over the last 3 years, Bandhan Large & Mid Cap Fund returned 18.4% a year against 13.7% for HDFC Large & Mid Cap Fund (Direct plans).

How much do Bandhan Large & Mid Cap Fund and HDFC Large & Mid Cap Fund overlap?

Holdings for one of these schemes are not available yet.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

Top-rated large & mid cap funds this month · All large & mid cap funds

Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

Free portfolio review

Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.

Chat with us