Bandhan Mid Cap Fund - Direct Plan

AMC: BANDHAN Moderate Risk Equity Mid Cap

📊 Quick Summary Of This Page

Bandhan Mid Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.50%
Expense Ratio
Mr. Harshal Joshi
Fund Manager
Growth
Plan Type
28 Jul 2022
Launch Date
1%
If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV. If redeemed/switched out after 1 year from the date of allotment- Nil.
Exit Load
NAV Momentum
Fund Analysis

Bandhan Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Mid Cap funds is 82.60% .

The largest portfolio holding is THE FEDERAL BANK LTD with a portfolio weight of 3.58% .

Holdings Insights

The fund currently owns more than 94 stocks.

The top 10 holdings account for 26.78% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 26.64% 1.15%
2 Year Return 62.48% 14.53%
3 Year Return N/A 40.78%
4 Year Return N/A 68.09%
5 Year Return N/A 82.60%
6 Year Return N/A 138.43%
7 Year Return N/A 178.44%
Expense Ratio 0.50% -
NAV History
Fund Information

AMC: BANDHAN

Category: Equity • Mid Cap

Launch Date: 28 Jul 2022

Fund Manager: Mr. Harshal Joshi

Minimum Purchase: ₹1,000

Exit Load: If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV. If redeemed/switched out after 1 year from the date of allotment- Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Bandhan Mid Cap Fund - Direct Plan is managed by BANDHAN and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Bandhan Mid Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Bandhan Mid Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Bandhan Mid Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Bandhan Mid Cap Fund - Direct Plan, based on the latest portfolio data.

Bandhan Mid Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Bandhan Mid Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Bandhan Mid Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Bandhan Mid Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Bandhan Mid Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Bandhan Mid Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Bandhan Mid Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Bandhan Mid Cap Fund - Direct Plan and making investment decisions.

Yes, Bandhan Mid Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Bandhan Mid Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Bandhan Mid Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.