How to check the XIRR of BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN?

You can track the exact XIRR and portfolio overlapping of BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN?

Use the MutualSaathi Portfolio Analyzer to compare BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Midcap Fund - Growth - Direct Plan

Bandhan Mutual Fund

Expense Ratio: 0.62

Risk: Very High

Equity Scheme - Mid Cap Fund

Plan: Direct

Benchmark: BSE Midcap 150 TRI

Inception: 28-07-2022

Exit Load: Nil

Fund Size:₹1,989.23 Cr

Performance

Fund3.95%

Cat. Avg.1.60%

Fund1.42%

Cat. Avg.0.43%

Fund16.50%

Cat. Avg.14.82%

FundN/A

Cat. Avg.13.11%

10Y

FundN/A

Cat. Avg.15.23%

Fund17.44%

Cat. Avg.17.85%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment		95.93	4.13%
2	Apar Industries Limited	Equity	Listed	Mid Cap	Electrical Equipment		81.41	3.50%
3	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks		75.67	3.25%
4	Triparty Repo TRP_010726	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.37%	72.56	3.12%
5	Fortis Healthcare Limited	Equity	Listed	Mid Cap	Healthcare Services		65.25	2.81%
6	Vishal Mega Mart Limited	Equity	Listed	Mid Cap	Retailing		60.16	2.59%
7	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products		55.40	2.38%
8	L&T Finance Limited	Equity	Listed	Mid Cap	Finance		53.05	2.28%
9	IPCA Laboratories Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		51.08	2.20%
10	CG Power and Industrial Solutions Limited	Equity	Listed	Large Cap	Electrical Equipment		49.98	2.15%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	62500	+4.2%	+8.8%
2Y	07 Nov, 24	1.20 L.	1.30 L.	+8.2%	+8.2%
3Y	07 Nov, 23	1.80 L.	2.07 L.	+14.8%	+9.5%
SI	07 Sep, 22	2.50 L.	3.36 L.	+34.6%	+14.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+3.9%	+3.9%
2Y	16 Oct, 24	1 L.	1.03 L.	+2.9%	+1.4%
3Y	16 Oct, 23	1 L.	1.58 L.	+58.1%	+16.5%
SI	19 Aug, 22	1 L.	1.95 L.	+95.3%	+17.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.