| Category: Equity: Mid Cap |
| Launch Date: 18-08-2022 |
| Asset Class: |
| Benchmark: BSE 150 MidCap Index |
| Expense Ratio: 2.08% As on (30-11-2024) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 154.7 Cr As on (29-11-2024) |
| Turn over: 46 |
Scheme Performance (%) Data as on - 01-01-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 33.08 | - | - | - | 27.86 |
| Benchmark | - | - | - | - | - |
| Equity: Mid Cap | 29.35 | 21.74 | 26.27 | 16.83 | 21.13 |
Yearly Performance (%)
Fund Managers
Harshal Joshi, Ritu Modi, Ritika Behera, Harsh Bhatia
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 2.58 | - | - | |||
| Equity: Mid Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 33.08 | 34.83 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 57.89 | 49.13 | 35.11 | 33.31 | 20.45 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 43.76 | 38.57 | 24.57 | 28.07 | 18.05 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 40.75 | 40.21 | 25.78 | 25.28 | 17.44 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 38.94 | 38.64 | 25.37 | 30.22 | 18.9 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 35.51 | 40.15 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 34.49 | 37.78 | 0.0 | 0.0 | 0.0 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 34.17 | 32.68 | 22.81 | 27.12 | 18.51 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 31.91 | 34.31 | 22.65 | 23.55 | 15.88 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 31.51 | 36.09 | 24.86 | 24.68 | 16.03 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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