Bandhan Midcap Fund Regular-Growth

Fund Details

NAV 17.941

Sub-Type Mid Cap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 3.81

Fund Size(in Crores) 2108.54

Fund Performance

1 Month 1.56%

3 Month 6.62%

6 Month 2.7%

1 Year 5.04%

3 Year 18.79%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.18%) Market Cap Large Cap 23.71 Mid Cap 60.59 Small Cap 10.88 Top Sectors Services 17.47 Capital Goods 16.04 Healthcare 14.07 Financial 13.6 Automobile 5.06 Chemicals 5.02 Consumer Staples 4.54 Materials 4.06 Construction 3.34 Technology 3.3 Communication 2.58 Energy 1.66 Consumer Discretionary 1.57 Metals & Mining 1.39 Insurance 1.29 Textiles 0.19 Top Holding 360 One Wam 0.37 3M India 0.61 Abbott India 0.79 Aditya Infotech 1.26 Ajanta Pharma 0.32 Amber Enterprises India 0.53 Anthem Biosciences 0.7 Apar Industries 3.06 APL Apollo Tubes 1.39 Ashok Leyland 0.27 Aster DM Healthcare 0.34 Astral 0.79 Axis Bank 0.91 Bharti Hexacom 1.32 Billionbrains Garage Ventures 1.26 BSE 2.25 CG Power 2.03 Cholamandalam Investment and Finance Company 1.12 Coforge 0.74 Coromandel International 1.52 Cummins India 2.49 Dixon Technologies (India) 1.09 DOMS Industries 0.34 Ellenbarrie Industrial Gases 0.2 Eternal 1.52 Fortis Healthcare 2.97 FSN E-Commerce Ventures 0.71 GE Vernova T&D 4.11 Glenmark Pharmaceuticals 1.16 Healthcare Global Enterprises 0.58 ICICI Bank 0.84 ICICI Lombard Gen. Insurance 1.29 Indian Bank 1.98 Ipca Laboratories 1.99 JK Cement 1.46 Jubilant FoodWorks 1.14 Kaynes Technology India 1.38 Kei Industries 1.91 K.P.R. Mill 0.19 Krishna Institute 1.11 Lenskart Solutions 0.73 L&T Fin 2.16 Mankind Pharma 0.6 Max Financial Services 1.19 Max Healthcare Institute 1.24 MCX 1.62 Meesho 0.25 Metro Brands 0.31 Motilal Oswal Financial Services 0.18 Mphasis 0.29 Navin Fluorine International 1.16 Neuland Laboratories 0.54 One97 Communications 0.42 PB Fintech 2.22 Persistent Systems 2.27 PG Electroplast 0.25 Prestige Estates Projects 2.12 Radico Khaitan 0.31 Sai Life Sciences 1.73 Samvardhana Motherson 0.65 Schaeffler India 1.31 Shaily Eng Plastics 0.91 Solar Industries India 1.67 Sona BLW Precision Forgings 0.28 SRF 0.47 Supreme Industries 0.9 Suzlon Energy 0.77 Swiggy 1.36 Syrma SGS Technology 0.7 Tenneco Clean Air India 0.67 The Federal Bank 3.12 The Indian Hotels Company 1.52 The Phoenix Mills 1.22 Torrent Power 1.66 Trent 1.5 TVS Motor Company 1.38 TVS Motor Company - Pref. Shares 0.02 Ujjivan Small Finance Bank 0.47 United Spirits 0.22 UNO Minda 1.79 Vishal Mega Mart 2.96

Debt & Others (4.82%) Sector Allocation Margin Money 0.03 Reverse Repo 4.75 Cash 0.01 Debt Credit Ratings Debt Category Others 4.82

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.01%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Gaurav Satra

Education Mr. Satra has done B.Com and CA

Experience Prior to joining Bandhan Mutual Fund, he has worked with various Consultancy Firms as a CA

Ritika Behera

Education Ms. Behera has done B.Com and MBA (Finance)

Experience Prior to Bandhan AMC Limited, she was associated with Ocean Dial Asset Management, Elara Securities Pvt Ltd. and Batlivala & Karani Securities Pvt Ltd.

Ritu Modi

Education Ms. Modi has done B.com and MMS(Finance).

Experience Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), she has worked with IIFL Mutual Fund, LIC Mutual Fund, she has worked with Ambit Capital as Research Analyst.

Harshal Joshi

Education Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai

Experience Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) in 2008 he has worked with ICAP India Pvt. Ltd.

Harsh Bhatia

Education Mr. Bhatia has done CFA and Bachelors in Accounting and Finance (B.A.F)

Experience Prior to joining Bandhan Mutual Fund, he has worked with Emkay Global and Takaful Emarat.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 9

Date of Incorporation 2022-08-18

Total AUM 201807.58

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.