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 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2013 – 20 Aug 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 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 |
| 21 Feb 2014 | ₹99.73 | ₹109.76 |
| 12 Apr 2015 | ₹149.33 | ₹181.06 |
| 31 May 2016 | ₹142.95 | ₹175.20 |
| 19 Jul 2017 | ₹195.75 | ₹229.07 |
| 07 Sep 2018 | ₹219.37 | ₹276.14 |
| 27 Oct 2019 | ₹208.03 | ₹282.94 |
| 15 Dec 2020 | ₹245.00 | ₹321.84 |
| 03 Feb 2022 | ₹345.16 | ₹433.77 |
| 25 Mar 2023 | ₹345.32 | ₹410.56 |
| 12 May 2024 | ₹565.95 | ₹656.76 |
| 01 Jul 2025 | ₹682.09 | ₹871.08 |
| 20 Aug 2026 | ₹730.08 | ₹961.39 |
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 →
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 Ltd | 3.51% | 6.52% | 3.51% |
| Interglobe Aviation Ltd | 1.47% | 7.20% | 1.47% |
| Zomato Ltd | 1.42% | 7.44% | 1.42% |
| Max Financial Services Ltd | 1.27% | 1.47% | 1.27% |
| Indusind Bank Ltd | 1.24% | 2.46% | 1.24% |
| Bharti Airtel Ltd | 1.22% | 1.59% | 1.22% |
| Glenmark Pharmaceuticals Ltd | 1.18% | 2.67% | 1.18% |
| AU Small Finance Bank Ltd | 0.85% | 2.70% | 0.85% |
| Prestige Estates Projects Ltd | 0.73% | 4.67% | 0.73% |
| Torrent Power Ltd | 0.71% | 1.38% | 0.71% |
| Meesho Ltd. | 0.65% | 1.79% | 0.65% |
| Sobha Ltd | 0.52% | 0.61% | 0.52% |
| Swiggy Ltd. | 0.49% | 1.35% | 0.49% |
| Ethos Ltd | 0.38% | 1.01% | 0.38% |
| Max Estates Ltd | 0.22% | 0.62% | 0.22% |
15 shared of 128 / 41 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Direct NAV ₹167.51 Very High risk ★★★★☆ | Invesco · Direct NAV ₹132.96 Very High risk ★★★★★ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +6.46% | +8.24%Best in row | +6.71% | |
| +20.12% | +24.84%Best in row | +16.28% | |
| +18.42% | +19.03%Best in row | +15.15% | |
| +16.55% | +17.58%Best in row | +15.07% | |
| +15.70% | +18.06%Best in row | +15.33% | |
| +17.99% | +21.11%Best in row | — | |
| +17.46% | +17.94%Best in row | +17.48% | |
| +16.53% | +17.13%Best in row | +16.77% | |
| +16.96% | +17.43%Best in row | +16.31% | |
| Risk | |||
| 14.29%Best in row | 16.62% | 14.81% | |
| 0.95 | 1.10Best in row | 0.61 | |
| 1.29 | 1.56Best in row | 0.82 | |
| -38.54% | -35.31%Best in row | -35.67% | |
| +3.57% | +6.74%Best in row | +0.30% | |
| 0.86 | 0.95 | 0.83 | |
| 92.5% | 111.7%Best in row | 84.1% | |
| 72.3%Best in row | 86.5% | 78.7% | |
| 1.24% | 0.80%Best in row | 1.07% | |
| ₹19,777Cr | ₹11,746Cr | ₹3,576Cr | |
| ₹1.00K | ₹100 | — | |
| 18% | 40% | 42% | |
| Manish Gunwani · 3.6y | Aditya Khemani · 2.8y | — | |
| 128 | 41 | — | |
| 26.7% | 53.4% | — | |
| 4.1% | 0.8% | — | |
5 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150
- 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 +24.84% CAGR against Bandhan Large & Mid Cap Fund's +20.12%, computed from AMFI NAV history. Over 5 years: Bandhan Large & Mid Cap Fund +18.42% vs Invesco India Large & Mid Cap Fund +19.03% 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 1.24% a year against Invesco India Large & Mid Cap Fund's 0.80%. 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 (+16.62% annualized vs Bandhan Large & Mid Cap Fund's +14.29%), 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%.
Which fund manages more money — Bandhan Large & Mid Cap Fund or Invesco India Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund is the larger fund: Bandhan Large & Mid Cap Fund manages ₹19,777Cr against Invesco India Large & Mid Cap Fund's ₹11,746Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
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.