- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Midcap Fund Direct (Growth)
Formerly IDFC Midcap Dir Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.842
NAV (Apr 23)
Fund Returns
Last 1Y | 48.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.8% |
6 Month CAGR | 19.5% |
Scheme Information
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.
Expense Ratio | 0.6 |
Launched (2y ago) | Aug 18, 2022 |
AUM in Crores | 1101.932 |
ISIN | INF194KB1DJ2 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 150 MidCap TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Midcap Fund Direct (Growth) | 28,14,094 | 20,81,482 | 48.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
triparty repo
5.5%cummins india ltd
3.9%trent ltd
3.9%cg power & industrial solutions ltd
2.9%indian hotels co ltd
2.8%Allocation by Sector
consumer cyclical
26.1%industrials
24.7%technology
10.2%financial services
10.1%basic materials
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
26.9% | 17.4% |
Bandhan Midcap Fund Direct (G) Review
Bandhan Midcap Fund Direct (G) is a Mid Cap Equity fund and has delivered an annualised return of 25.8% over a period of 1 years. The fund was previously known as IDFC Midcap Dir Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Harshal Joshi, Harsh Bhatia, Ritika Behera, Ritu Modi.
Nav of Bandhan Midcap Fund Direct (G) as of 4/23/2024 is ₹14.84 with the total AUM as of 4/24/2024 is ₹1101.932. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Midcap Fund Direct (G) was launched on Aug 18, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Midcap Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Bandhan Midcap Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 150 MidCap TR INR.
Bandhan Midcap Fund Direct (G) is rated as a 0 fund in Equity and delivered 48.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Midcap Fund Direct (G).
Frequently Asked Questions
What is Bandhan Midcap Fund Direct (G)?
How to invest in Bandhan Midcap Fund Direct (G)?
You can invest in Bandhan Midcap Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Bandhan Midcap Fund Direct (G)?
The minimum sip amount for Bandhan Midcap Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Midcap Fund Direct (G) good to invest in?
As per Scripbox experts, Bandhan Midcap Fund Direct (G) is a Not Reviewed Yet fund. You can investBandhan Midcap Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Bandhan Midcap Fund Direct (G)?
The expense ratio of the Bandhan Midcap Fund Direct (G) is 0.6% for regular plan.