Bandhan Midcap Fund - Direct Plan
Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks
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What are Mid Cap Funds?
Mid cap funds offer a balance between growth potential and manageable risk by investing in companies that are well-established but still have significant room to grow. These firms fall between early-stage small-cap companies and established large-cap companies, offering growth potential with less volatility than small caps.
Mid cap funds, or Mid Cap Equity Funds, invest in equity and equity-related securities of mid cap companies, which are defined as those ranked between 101 and 250 by market capitalization.
Mid cap mutual funds sit between small-cap and large-cap funds, offering a balance of risk and return. They are often preferred for long-term wealth creation.
What is the difference between small cap and mid cap funds?
Risk: Small-cap funds carry higher risk and return potential than mid cap funds, which tend to be less volatile.
Liquidity: Mid cap funds offer moderate liquidity, while small-cap funds may have lower liquidity.
Growth: Mid cap funds have moderate growth potential, while small-cap funds offer higher growth potential.
What is the difference between large cap and midcap mutual funds?
Risk: Large-cap funds are relatively less risky than mid cap funds, which tend to be more volatile.
Liquidity: Large-cap funds provide more liquidity compared to mid cap equity funds.
Returns: MMid cap funds have the potential for higher returns than large-cap funds.
Growth: Mid cap funds offer higher growth potential than large-cap funds.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
a) If redeemed/switched out within 1 year from the date of allotment: 1% of applicable NAV
b) If redeemed / switched out after 1 year from date of allotment: Nil.
Scheme is suitable for a minimum investment horizon of more than 5 years
Tier 1 Benchmark : BSE 150 Midcap TRIAlternate Benchmark : Nifty 50 TRI
- Performance
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Performance as on 29th November 2024
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 10 year | 18/08/2022 Since inception | 1 year | 3 year | 5 year | 10 year | 18/08/2022 Since inception | |
| Bandhan Midcap Fund - Regular Plan - Growth | 38.79 | N.A. | N.A. | N.A. | 27.78 | 13,891 | N.A. | N.A. | N.A. | 17,510 |
| 34.20 | 22.73 | 27.15 | 18.01 | 28.27 | 13,431 | 18,496 | 33,283 | 52,499 | 17,661 | |
| 21.43 | 13.59 | 16.21 | 12.23 | 15.01 | 12,149 | 14,662 | 21,208 | 31,741 | 13,764 | |
| ^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark | ||||||||||
This fund is managed by Ms. Ritu Modi (w.e.f 16/11/2022), Mr. Harshal Joshi (w.e.f 02/12/2024), Ms. Ritika Behera (w.e.f 02/12/2024), Mr. Gaurav Satra (w.e.f 02/12/2024)
View fund performance of other funds managed by Ms. Ritu Modi, Mr. Harshal Joshi, Ms. Ritika Behera, Mr. Gaurav Satra
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/46xQzi1
Bandhan Midcap Fund
(Scheme Risk-o-meter)
BSE 150 Midcap TRI
(Tier 1 Benchmark Risk-o-meter)
This product is suitable for investors who are seeking* :
- To create wealth over a long term.
- Investment in a portfolio of equity and equity related securities of mid cap companies
Who should Invest in Midcap Mutual Funds?
Mid cap funds are likely to carry higher risk than large-cap funds but lower risk than small-cap funds, making them suitable for investors with moderate risk tolerance.
Mid cap mutual funds are ideal for investors seeking long-term wealth creation through investments in mid cap companies. These funds may offer higher returns over the long-term.
FAQs on Midcap Funds
What are mid cap funds?
Mid cap funds are an investment scheme which invest in equity and equity-related securities of mid cap companies. Market capitalization is used to identify companies as mid cap. Mid cap companies are ranked between 101 and 250.
How risky is a midcap fund?
Mid cap funds have a moderate level of risk associated with them. They are potentially less risky than small cap funds, but more risky than large cap funds.
Is midcap good for the long term?
Midcap mutual funds are suitable for long-term wealth creation. Staying invested in mid cap funds for the long-term may potentially rule out the effects of short-term volatility and thus increase the likelihood of getting potentially higher returns.
What is the difference between small cap and mid cap?
Small cap funds invest in equity and equity-related securities of small cap companies. They may have a higher risk associated, but they also have a greater likelihood of growth. Small cap funds are more volatile and less liquid. Mid cap funds invest in mid cap companies. They are likely to have moderate risk and returns. They have moderate liquidity and volatility.
Mid cap vs small cap: what is the difference?
Mid cap funds have relatively moderate risk associated to them compared to small cap funds whereas, small cap funds may usually be high risk-return investment options. Both the funds are ideal for mid to long-term wealth creation. Thus, investors with a moderate appetite for risk may opt for mid cap funds, whereas investors who are not risk-aversive and are looking for funds with a higher growth potential may choose to invest in small cap funds.
What is a large cap and mid cap in SIP?
SIP is a method of investing in funds. In SIP, fixed amounts of money are invested in a fund on a monthly, quarterly or even yearly basis. You can invest in mid cap and large cap funds via SIP. Mid cap funds invest in mid cap companies and large cap funds invest in large cap companies.
What are midcap companies?
Mid cap companies are identified by their market capitalization rank. Mid cap companies rank between 101 and 250.
What are midcap equity funds?
Mid cap equity funds are investment schemes which invest in stocks of mid cap companies. Mid cap companies are determined by their market capitalisation and rank between 101 and 250.