Bandhan NIFTY Midcap 150 Index Fund-Direct Plan-Growth
Expense Ratio: 0.16
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 03-09-2024
Exit Load: Nil
Fund Size:₹31.17 Cr
Performance
1Y
Fund-0.62%
Cat. Avg.-0.92%
2Y
Fund-0.80%
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund-1.16%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 3.98 | 3.88% |
| 2 | The Federal Bank Limited | 2.05 | 2.00% |
| 3 | Multi Commodity Exchange of India Limited | 1.83 | 1.78% |
| 4 | Suzlon Energy Limited | 1.81 | 1.76% |
| 5 | Hero MotoCorp Limited | 1.57 | 1.53% |
| 6 | GE Vernova T&D India Limited | 1.55 | 1.51% |
| 7 | IndusInd Bank Limited | 1.54 | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 1.52 | 1.48% |
| 9 | Laurus Labs Limited | 1.49 | 1.45% |
| 10 | Lupin Limited | 1.48 | 1.44% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59077 | -1.5% | -3.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.1% | +2.1% |
| SI | 07 Oct, 24 | 1.25 L. | 1.28 L. | +2.1% | +2.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99384 | -0.6% | -0.6% |
| 2Y | 16 Oct, 24 | 1 L. | 98406 | -1.6% | -0.8% |
| SI | 20 Sep, 24 | 1 L. | 97608 | -2.4% | -1.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP 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.