Bandhan Large & Mid Cap Fund vs Invesco India Large & Mid Cap Fund
Bandhan Large & Mid Cap Fund (Direct) and Invesco India Large & Mid Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large & Mid Cap Fund schemes — see the best large & mid cap mutual funds for the full ranking.
Head to head
NAVs as of 05 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2013 – 05 Oct 2026, limited by Bandhan Large & Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Midcap 150 TRI history starts 14 Jan 2019, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Bandhan Large & Mid Cap Fund | Invesco India Large & Mid Cap Fund |
|---|---|---|
| 02 Jan 2013 | ₹100.00 | ₹100.00 |
| 25 Feb 2014 | ₹100.41 | ₹110.63 |
| 19 Apr 2015 | ₹145.29 | ₹175.99 |
| 11 Jun 2016 | ₹144.69 | ₹175.92 |
| 04 Aug 2017 | ₹197.67 | ₹232.32 |
| 26 Sep 2018 | ₹208.25 | ₹260.38 |
| 19 Nov 2019 | ₹213.88 | ₹287.92 |
| 11 Jan 2021 | ₹262.30 | ₹348.73 |
| 05 Mar 2022 | ₹310.24 | ₹389.73 |
| 28 Apr 2023 | ₹363.68 | ₹438.25 |
| 20 Jun 2024 | ₹619.05 | ₹742.30 |
| 12 Aug 2025 | ₹669.33 | ₹857.12 |
| 05 Oct 2026 | ₹697.28 | ₹910.77 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 113 stocks only in Bandhan Large & Mid Cap Fund
- 15 stocks in both — 15.6% of each portfolio by weight
- 28 stocks only in Invesco India Large & Mid Cap Fund
The more the circles overlap, the more the funds hold the same stocks.
Bandhan Large & Mid Cap Fund and Invesco India Large & Mid Cap Fund share 16% of their equity book by weight.
Shared holdings — Bandhan Large & Mid Cap Fund vs Invesco India Large & Mid Cap Fund
| Stock | Bandhan Large & Mid Cap Fund | Invesco India Large & Mid Cap Fund | |
|---|---|---|---|
| ICICI Bank Limited | 3.33% | 7.51% | 3.33% |
| Eternal Limited | 1.80% | 8.26% | 1.80% |
| Glenmark Pharmaceuticals Limited | 1.44% | 2.69% | 1.44% |
| Bharti Airtel Limited | 1.44% | 1.81% | 1.44% |
| Max Financial Services Limited | 1.32% | 1.49% | 1.32% |
| AU Small Finance Bank Limited | 1.30% | 2.53% | 1.30% |
| IndusInd Bank Limited | 0.97% | 2.42% | 0.97% |
| InterGlobe Aviation Limited | 0.77% | 7.59% | 0.77% |
| Meesho Ltd | 0.74% | 1.71% | 0.74% |
| Amber Enterprises India Limited | 0.68% | 2.31% | 0.68% |
| Torrent Power Limited | 0.47% | 1.06% | 0.47% |
| Sobha Limited | 0.42% | 0.50% | 0.42% |
| ETHOS LTD. | 0.40% | 1.07% | 0.40% |
| Prestige Estates Projects Limited | 0.31% | 4.97% | 0.31% |
| Max Estates Limited | 0.24% | 0.67% | 0.24% |
15 shared of 128 / 43 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Direct NAV ₹159.98 Very High risk ★★★★★ | Invesco · Direct NAV ₹125.96 Very High risk ★★★★★ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +1.38% | +6.12%Best in row | +0.70% | |
| +16.67% | +21.40%Best in row | +12.40% | |
| +15.58% | +15.88%Best in row | +11.29% | |
| +15.47% | +16.74%Best in row | +14.11% | |
| +15.16% | +17.42% | +14.21% | |
| +15.10% | +17.94%Best in row | — | |
| +17.46% | +17.99%Best in row | +17.46% | |
| +16.54% | +17.15%Best in row | +16.70% | |
| +16.89% | +17.39%Best in row | +16.28% | |
| Risk | |||
| 14.32%Best in row | 16.73% | 14.76% | |
| 0.71 | 0.89Best in row | 0.39 | |
| 0.96 | 1.25Best in row | 0.53 | |
| -38.54% | -35.31% | -35.67% | |
| +3.28% | +7.04%Best in row | -0.36% | |
| 0.85 | 0.94 | 0.84 | |
| 90.7% | 112.3%Best in row | 83.2% | |
| 72.5%Best in row | 86.7% | 80.1% | |
| 1.15% | 0.79%Best in row | 1.08% | |
| ₹1.00K | ₹100 | — | |
| — | 28% | 66% | |
| Manish Gunwani · 2.7y | Aditya Khemani · 2.9y | — | |
| 128 | 43 | — | |
| 24.7% | 54.4% | — | |
| 4.4% | 0.1% | — | |
6 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150 TRI
- Fund size (AUM)
- —
- Exit load
- Up to 1.00%
- Lock-in
- None
- Min SIP
- ₹100
- Inception
- 02 Jan 2013
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Bandhan Large & Mid Cap Fund or Invesco India Large & Mid Cap Fund?
Over the last 3 years, Invesco India Large & Mid Cap Fund returned +21.40% CAGR against Bandhan Large & Mid Cap Fund's +16.67%, computed from AMFI NAV history. Over 5 years: Bandhan Large & Mid Cap Fund +15.58% vs Invesco India Large & Mid Cap Fund +15.88% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Bandhan Large & Mid Cap Fund or Invesco India Large & Mid Cap Fund?
Invesco India Large & Mid Cap Fund has the lower expense ratio: Bandhan Large & Mid Cap Fund charges 1.15% a year against Invesco India Large & Mid Cap Fund's 0.79%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Bandhan Large & Mid Cap Fund or Invesco India Large & Mid Cap Fund?
Invesco India Large & Mid Cap Fund has shown higher volatility (+16.73% annualized vs Bandhan Large & Mid Cap Fund's +14.32%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Bandhan Large & Mid Cap Fund -17.95% vs Invesco India Large & Mid Cap Fund -18.60%.
Are Bandhan Large & Mid Cap Fund and Invesco India Large & Mid Cap Fund in the same category?
Yes — both are Large & Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.