COMPARE
Bandhan Large & Mid Cap Fund - Direct Plan - Growth vs SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth
Bandhan Large & Mid Cap Fund and SBI LARGE & MIDCAP FUND - are both in the Large & Mid Cap Fund category, from Bandhan AMC Limited and SBI Funds Management Limited respectively. SBI LARGE & MIDCAP FUND - has posted a higher 3-year rolling CAGR. SBI LARGE & MIDCAP FUND - has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
SBI LARGE & MIDCAP FUND - has the lower direct-plan expense ratio, by 0.31 percentage points.
| Bandhan Large & Mid Cap Fund - Direct Plan - Growth | SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| AMC | Bandhan AMC Limited | SBI Funds Management Limited |
| Benchmark | NIFTY LargeMidcap 250 TRI | NIFTY LargeMidcap 250 TRI |
| NAV | ₹156.518 (2026-10-28) | ₹655.8746 (2026-10-28) |
| AUM | ₹20,710.957 Cr | ₹39,840.54 Cr |
| Expense Ratio (Direct) | 1.17% | 0.86% |
| Inception | 2005-06-27 | 1993-01-01 |
Returns
SBI LARGE & MIDCAP FUND - leads on 3-year rolling CAGR (17.9% vs Bandhan Large & Mid Cap Fund's 17.5%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Bandhan Large & Mid Cap Fund has been the more volatile of the two by standard deviation.
| Bandhan Large & Mid Cap Fund - Direct Plan - Growth | SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.54 | 0.24 |
| 3Y Alpha | 5.1947% | 0.8652% |
| 3Y Std Deviation | 14.2159% | 12.8314% |
| 3Y Calmar Ratio | 0.82 | 0.72 |
Portfolio Analytics
Bandhan Large & Mid Cap Fund carries the higher portfolio YTM.
| Bandhan Large & Mid Cap Fund - Direct Plan - Growth | SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | |
|---|---|---|
| P/E Ratio | 20.4958 | 29.4125 |
| P/B Ratio | 6.6937 | 4.4922 |
| Dividend Yield | 1.2634% | 1.0327% |
| Active Share | 57.87% | 72.06% |
| Portfolio Turnover | - | 57.99999999999999% |
| YTM | 5.75% | 5.3585% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Bandhan Large & Mid Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
SBI LARGE & MIDCAP FUND -'s 3-year rolling CAGR of 17.9% is higher than Bandhan Large & Mid Cap Fund's 17.5%. SBI LARGE & MIDCAP FUND - sits in the 50th percentile of its category on this metric, versus the 42nd percentile for Bandhan Large & Mid Cap Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
SBI LARGE & MIDCAP FUND -'s direct-plan expense ratio is 0.31 percentage points lower than Bandhan Large & Mid Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
By standard deviation (a measure of how much a fund's returns swing around its own average), Bandhan Large & Mid Cap Fund has been more volatile than SBI LARGE & MIDCAP FUND - over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.54 for Bandhan Large & Mid Cap Fund vs 0.24 for SBI LARGE & MIDCAP FUND -) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
SBI LARGE & MIDCAP FUND - has ₹39,841 Cr in assets under management, versus ₹20,711 Cr for Bandhan Large & Mid Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which has a higher yield to maturity (YTM), Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
Bandhan Large & Mid Cap Fund's portfolio YTM (5.75%) is higher than SBI LARGE & MIDCAP FUND -'s. YTM is the weighted-average return a debt fund's current bond holdings would earn if held to maturity, assuming no defaults and coupons reinvested at the same rate - a useful forward-looking yield estimate for debt funds the way rolling CAGR is for equity funds, though it's an estimate based on today's portfolio, not a guaranteed return, and can move as bonds are bought/sold or as interest rates change.
Which fund has a longer track record, Bandhan Large & Mid Cap Fund or SBI LARGE & MIDCAP FUND -?
SBI LARGE & MIDCAP FUND - launched on 1993-01-01, making it older than Bandhan Large & Mid Cap Fund (launched 2005-06-27). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.