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Bandhan Mid Cap Fund(G)-Direct Plan

Bandhan Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+19.80%

3Y annualised

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Buy, Hold or Sell?

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NAV : 28 Aug 2026

₹20.80

Min. SIP amount

₹100

Fund size (AUM)

2391 Cr

Expense ratio

0.61%

Launched on

18 Aug 2022

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,95,497

Stock Allocation

Stock nameSectorAllocation
Trent LimitedRetailing12.23%
Ge Vernova T&D India LimitedCapital Goods3.13%
The Federal Bank LimitedBank2.77%

Fund Composition

2391 Cr

Large Cap

17.00%

Mid Cap

64.92%

Small Cap

14.17%

Others

3.91%

Sector Allocation

2391 Cr

Retailing

16.43%

Healthcare

11.09%

Capital Goods

8.06%

Automobile & Ancillaries

7.91%

Finance

7.49%

Domestic Equities

6.74%

It

6.32%

Bank

6.07%

Others

29.32%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RM

Ritu Modi

Present

HJ

Harshal Joshi

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+26.32%
W

WOC Mid Cap Fund(G)-Direct Plan

+24.14%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+22.80%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+20.99%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+18.32%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+18.90%
J

JM Mid Cap Fund(G)-Direct Plan

+21.21%

FAQs

Bandhan Mid Cap Fund(G)-Direct Plan is a part of Bandhan AMC Limited, it was incepted on 18 Aug 2022. This fund is managed by Ritu Modi and Harshal Joshi. It is a Equity type of fund.

The current NAV of Bandhan Mid Cap Fund(G)-Direct Plan is ₹20.80 (as of 28 Aug 2026).

Bandhan Mid Cap Fund(G)-Direct Plan has delivered 15.33% in 1 year, 19.80% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Bandhan Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Bandhan Mid Cap Fund(G)-Direct Plan is 0.61%.

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