Bandhan Midcap Fund

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Midcaps present a broader sector diversification opportunity


Active stock selection helps generate higher alpha; visible in Midcaps


Midcap has potential to generate relatively better returns over long term


Midcaps have relatively higher risk adjusted return opportunity

5 Filter Framework

Bandhan Midcap Fund portfolio follows a specific fitment to the equity investment process basis its strategy tilt. The fund offers an opportunity to invest in the Midcap universe with its 5 Filter Framework for stock selection. The stock selection framework is explained below:

Enables to take a longer term view on business

Strong governance, capital allocation track record and a sustainable business model

Key for shareholder value creation

Structural opportunity for businesses to earn optimal return on invested capital (RoIC)

Leads to strong franchise network creation

Clear value proposition for customers through cost/product differentiation

Results into longer term earning growth

Large market opportunity available

Non-adherence to discipline could result into inferior investment outcomes

Avoiding paying in excess for the right kind of business

Note: The above mentioned framework is part of the portfolio stock selection approach. The selection, however, will be evaluated on an ongoing basis.

Bandhan Midcap Fund can be suitable for various types of investors


Investors who aim to have a diversified portfolio with participation across sectors


Long term investors who believe in ,spending time in the market rather than timing the market


Investors looking for relatively higher long-term growth prospects


Access broad range of growth potential with a core allocation with wider opportunities

Fund Facts

Type of Scheme

Mid Cap Fund - An open ended equity scheme predominantly
investing in mid cap stocks.

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of the mid cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

NFO Period

28th July 2022 to 11th August 2022


S&P BSE 150 Midcap Index

Minimum Investment

During New Fund Offer


And in multiples of Re. 1/- thereafter



Or the account balance of the investor, whichever is less.

Minimum SIP Amount


And in multiples of Re. 1 thereafter

STP Amount


And any amount thereafter (for Fixed amount option) / Rs. 500/- and any amount thereafter (for capital appreciation option)

SWP Amount


And any amount thereafter

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

Fund Managers


Sachin Relekar

Sachin is an industry expert with over 20 years of experience. He has been managing funds across the market cap spectrum and focuses on quality companies that can generate superior long-term returns. At Bandhan AMC Sachin manages Bandhan Flexi Cap Fund, Bandhan Infrastructure Fund, Bandhan Balanced Advantage Fund and Bandhan Equity Savings Fund. Before joining Bandhan AMC, he was the Chief Investment Officer-Equity at LIC Mutual Fund.

Sachin is a CFA and has completed his Master in Management Studies from Jamnalal Bajaj Institute of Management Studies after qualifying as an Engineer from Shivaji University.

Product info


(Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks)

The product is suitable for investors who are seeking*:

  • To create wealth over long term.
  • Investment in a portfolio of equity and equity related securities of mid cap companies

Investors understand that their principal
will be at Very High Risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them


Make an informed decision. Learn more about investing in Mid Cap Fund.

Bandhan SID
Bandhan KIM

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