OmniAssetMutual funds › BANDHAN MID CAP FUND

BANDHAN MID CAP FUND

Mid Cap fund benchmarked to BSE 150 Midcap Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.555
CategoryMid Cap
PlanDirect · Idcw
Launched28 Jul 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 150 Midcap Index
Expense ratiodirect plan, a year0.76%
AUM₹1.09 Cr
Growth of ₹10,000₹20,53219 Aug 2022 to 2 Sep 2026
₹20,883₹18,030₹15,177₹12,324₹9,471Aug 2022Aug 2023Aug 2024Sep 2025Sep 2026
₹20,532 (+19.5% a year) BANDHAN MID CAP FUND
Growth of ₹10,000 — every plotted observation
PointBANDHAN MID CAP FUND
19 Aug 2022₹10,000
22 Aug 2022₹10,002
29 Aug 2022₹9,997
5 Sep 2022₹10,040
12 Sep 2022₹10,120
19 Sep 2022₹10,043
26 Sep 2022₹9,931
3 Oct 2022₹9,954
10 Oct 2022₹10,105
17 Oct 2022₹10,029
25 Oct 2022₹10,072
31 Oct 2022₹10,123
7 Nov 2022₹10,129
14 Nov 2022₹10,004
21 Nov 2022₹9,887
28 Nov 2022₹10,070
5 Dec 2022₹10,160
12 Dec 2022₹10,085
19 Dec 2022₹10,013
26 Dec 2022₹9,759
2 Jan 2023₹9,914
9 Jan 2023₹9,910
16 Jan 2023₹9,830
23 Jan 2023₹9,805
30 Jan 2023₹9,617
6 Feb 2023₹9,842
13 Feb 2023₹9,914
20 Feb 2023₹9,978
27 Feb 2023₹9,772
6 Mar 2023₹9,909
13 Mar 2023₹9,637
20 Mar 2023₹9,551
27 Mar 2023₹9,471
3 Apr 2023₹9,723
10 Apr 2023₹9,827
17 Apr 2023₹9,931
24 Apr 2023₹9,923
2 May 2023₹10,110
8 May 2023₹10,228
15 May 2023₹10,326
22 May 2023₹10,368
29 May 2023₹10,586
5 Jun 2023₹10,829
12 Jun 2023₹10,901
19 Jun 2023₹11,124
26 Jun 2023₹11,049
3 Jul 2023₹11,203
10 Jul 2023₹11,175
17 Jul 2023₹11,436
24 Jul 2023₹11,491
31 Jul 2023₹11,694
7 Aug 2023₹11,538
14 Aug 2023₹11,659
21 Aug 2023₹11,879
28 Aug 2023₹12,073
4 Sep 2023₹12,330
11 Sep 2023₹12,600
18 Sep 2023₹12,304
25 Sep 2023₹12,236
3 Oct 2023₹12,386
9 Oct 2023₹12,160
16 Oct 2023₹12,345
23 Oct 2023₹12,006
30 Oct 2023₹11,994
6 Nov 2023₹12,214
13 Nov 2023₹12,477
20 Nov 2023₹12,724
28 Nov 2023₹12,790
4 Dec 2023₹13,501
11 Dec 2023₹13,529
18 Dec 2023₹13,725
26 Dec 2023₹13,715
1 Jan 2024₹13,771
8 Jan 2024₹13,865
15 Jan 2024₹13,950
23 Jan 2024₹13,526
29 Jan 2024₹13,802
5 Feb 2024₹13,856
12 Feb 2024₹13,877
19 Feb 2024₹14,230
26 Feb 2024₹14,285
4 Mar 2024₹14,385
11 Mar 2024₹14,235
18 Mar 2024₹13,825
26 Mar 2024₹14,284
1 Apr 2024₹14,578
8 Apr 2024₹14,821
15 Apr 2024₹14,658
22 Apr 2024₹14,681
29 Apr 2024₹15,176
6 May 2024₹15,262
13 May 2024₹15,108
21 May 2024₹15,896
27 May 2024₹16,071
3 Jun 2024₹16,235
10 Jun 2024₹16,368
18 Jun 2024₹17,272
24 Jun 2024₹17,322
1 Jul 2024₹17,611
8 Jul 2024₹17,811
15 Jul 2024₹17,824
22 Jul 2024₹17,329
29 Jul 2024₹17,923
5 Aug 2024₹17,052
12 Aug 2024₹17,646
19 Aug 2024₹18,024
26 Aug 2024₹18,340
2 Sep 2024₹18,337
9 Sep 2024₹18,194
16 Sep 2024₹18,830
23 Sep 2024₹19,164
30 Sep 2024₹18,885
7 Oct 2024₹18,083
14 Oct 2024₹18,958
21 Oct 2024₹18,333
28 Oct 2024₹17,690
4 Nov 2024₹17,755
11 Nov 2024₹17,753
18 Nov 2024₹17,363
25 Nov 2024₹17,980
2 Dec 2024₹18,362
9 Dec 2024₹18,842
16 Dec 2024₹19,090
23 Dec 2024₹18,486
30 Dec 2024₹18,471
6 Jan 2025₹18,370
13 Jan 2025₹16,907
20 Jan 2025₹17,417
27 Jan 2025₹16,214
3 Feb 2025₹16,618
10 Feb 2025₹16,348
17 Feb 2025₹15,331
24 Feb 2025₹15,451
3 Mar 2025₹14,949
10 Mar 2025₹15,080
17 Mar 2025₹15,143
24 Mar 2025₹16,191
31 Mar 2025₹15,978
7 Apr 2025₹14,823
15 Apr 2025₹15,873
21 Apr 2025₹16,369
28 Apr 2025₹16,431
5 May 2025₹16,575
12 May 2025₹16,797
19 May 2025₹17,300
26 May 2025₹17,317
2 Jun 2025₹17,564
9 Jun 2025₹18,097
16 Jun 2025₹17,958
23 Jun 2025₹17,876
30 Jun 2025₹18,331
7 Jul 2025₹18,144
14 Jul 2025₹18,119
21 Jul 2025₹18,372
28 Jul 2025₹17,865
4 Aug 2025₹18,126
11 Aug 2025₹17,967
18 Aug 2025₹18,246
25 Aug 2025₹18,424
1 Sep 2025₹18,277
8 Sep 2025₹18,372
15 Sep 2025₹18,637
22 Sep 2025₹18,679
30 Sep 2025₹18,021
6 Oct 2025₹18,453
13 Oct 2025₹18,571
20 Oct 2025₹18,719
27 Oct 2025₹18,780
3 Nov 2025₹18,833
10 Nov 2025₹18,600
17 Nov 2025₹18,840
24 Nov 2025₹18,431
1 Dec 2025₹18,643
8 Dec 2025₹18,029
15 Dec 2025₹18,332
22 Dec 2025₹18,482
29 Dec 2025₹18,161
5 Jan 2026₹18,353
12 Jan 2026₹17,655
19 Jan 2026₹17,525
27 Jan 2026₹16,980
2 Feb 2026₹17,221
9 Feb 2026₹18,211
16 Feb 2026₹18,119
23 Feb 2026₹18,176
2 Mar 2026₹17,893
9 Mar 2026₹17,261
16 Mar 2026₹16,718
23 Mar 2026₹16,313
30 Mar 2026₹16,354
6 Apr 2026₹16,856
13 Apr 2026₹17,729
20 Apr 2026₹18,410
27 Apr 2026₹18,649
4 May 2026₹18,616
11 May 2026₹18,942
18 May 2026₹18,559
25 May 2026₹19,020
1 Jun 2026₹18,708
8 Jun 2026₹18,701
15 Jun 2026₹19,331
22 Jun 2026₹19,847
29 Jun 2026₹19,498
6 Jul 2026₹19,800
13 Jul 2026₹19,846
20 Jul 2026₹19,755
27 Jul 2026₹19,716
3 Aug 2026₹20,135
10 Aug 2026₹20,382
17 Aug 2026₹20,529
24 Aug 2026₹20,597
31 Aug 2026₹20,883
2 Sep 2026₹20,532

Performance (trailing, annualised)

1Y annualised12.39%
3Y annualised18.64%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,33,90922.08%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,48,37014.78%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202339.63%
Calendar 202434.04%
Calendar 2025-1.61%

Rolling returns

Rolling 1Y · average157 windows since 23 Aug 202322.94%
Rolling 1Y · median16.31%
Rolling 1Y · worst window-4.95%
Rolling 1Y · best window59.57%
Rolling 1Y · windows positive91%
Rolling 3Y · average54 windows since 19 Aug 202521.61%
Rolling 3Y · median21.77%
Rolling 3Y · worst window19.47%
Rolling 3Y · best window23.78%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.64%
Downside deviation (3Y)12.09%
Maximum drawdown-22.72%

Management

Fund managerMs. Ritu Modi (equity portion), Mr. Harshal Joshi (debt portion).
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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