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Two Large & mid cap funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Canara Robeco Large and Mid Cap Fund vs Bandhan Large & Mid Cap Fund, as of 9 Nov 2026: Canara Robeco Large and Mid Cap Fund NAV ₹303.92, 3Y CAGR 14.0%, expense ratio 0.78%; Bandhan Large & Mid Cap Fund NAV ₹167.22, 3Y CAGR 17.8%, expense ratio 1.14%; about 24% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Canara Robeco Large and Mid Cap Fund Direct Growth | Bandhan Large & Mid Cap Fund Direct Growth | |
|---|---|---|
| Category | Large & mid cap | Large & mid cap |
| Fund house | Canara Robeco Mutual Fund | Bandhan Mutual Fund |
| Plan | Direct Plan · GROWTH OPTION | Direct Plan · Growth |
| NAV | ₹303.92 (9 Nov 2026) | ₹167.22 (9 Nov 2026) |
| 1Y return | 3.0% | 3.0% |
| 3Y CAGR | 14.0% | 17.8% |
| 5Y CAGR | 10.3% | 15.6% |
| Since launch (CAGR) | 18.8% | 15.4% |
| Expense ratio | 0.78% | 1.14% |
| AUM | ₹25,993 cr | ₹22,035 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty LargeMidcap 250 TRI |
| Exit load | 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment | Entry load less than 5 cr-2. 25%,Exit load within 2 years 2. 00% |
| Minimum SIP | ₹1,000 | ₹100 |
| Holdings | 112 | 129 |
| Top 10 holdings weight | 35.5% | 22.9% |
| Portfolio overlap | About 24% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Bandhan Large & Mid Cap Fund has the higher 5-year CAGR (as of 9 Nov 2026): Canara Robeco Large and Mid Cap Fund 10.3% a year vs Bandhan Large & Mid Cap Fund 15.6% a year. Past performance is not indicative of future results.
Canara Robeco Large and Mid Cap Fund costs less: Canara Robeco Large and Mid Cap Fund charges 0.78% a year and Bandhan Large & Mid Cap Fund 1.14% a year.
Canara Robeco Large and Mid Cap Fund is larger: Canara Robeco Large and Mid Cap Fund manages ₹25,993 cr and Bandhan Large & Mid Cap Fund ₹22,035 cr (as of 9 Nov 2026).
About 24% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer