Bandhan Midcap Fund
Mid Cap
Current NAV
₹20.27
1Y Return
+7.2%
3Y Return
+20.7%
5Y Return
--
AUM
₹2,209 Cr
Expense Ratio (Direct)
0.57%
Category
Mid Cap
TER sourced from AMFI India (updated quarterly)
Top Holdings
Track institutional activity on top holding Indian Hotels Co Ltd → Smart Money
Showing 20 of 77 stocks in portfolio as of June 2026 (Source: AMC monthly disclosure). Use Show more below for the full list.
All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Bandhan Midcap Fund
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹124,320
Invested: ₹1,20,000
3 Year SIP
₹434,520
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in Bandhan Midcap Fund
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Bandhan Midcap Fund.
View full overlap analysis →More Mid Cap Funds
View all Mid Cap funds →About Mid Cap Funds
Mid Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the mid cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Mid Cap fund like Bandhan Midcap Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Mid Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Bandhan Midcap Fund good for SIP?
Bandhan Midcap Fund is a Mid Cap fund with high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Mid Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Bandhan Midcap Fund is categorized as high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.
How to invest in this fund?
You can invest in Bandhan Midcap Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.