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 202619.329
CategoryMid Cap
PlanRegular · Growth
Launched28 Jul 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 150 Midcap Index
Expense ratiodirect plan, a year2.13%
AUM₹2,035 Cr
Growth of ₹10,000₹19,31019 Aug 2022 to 2 Sep 2026
₹19,640₹17,073₹14,507₹11,940₹9,374Aug 2022Aug 2023Aug 2024Sep 2025Sep 2026
₹19,310 (+17.7% 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₹10,001
29 Aug 2022₹9,992
5 Sep 2022₹10,033
12 Sep 2022₹10,109
19 Sep 2022₹10,028
26 Sep 2022₹9,914
3 Oct 2022₹9,934
10 Oct 2022₹10,081
17 Oct 2022₹10,001
25 Oct 2022₹10,040
31 Oct 2022₹10,089
7 Nov 2022₹10,091
14 Nov 2022₹9,964
21 Nov 2022₹9,843
28 Nov 2022₹10,022
5 Dec 2022₹10,108
12 Dec 2022₹10,030
19 Dec 2022₹9,956
26 Dec 2022₹9,700
2 Jan 2023₹9,851
9 Jan 2023₹9,843
16 Jan 2023₹9,761
23 Jan 2023₹9,733
30 Jan 2023₹9,543
6 Feb 2023₹9,764
13 Feb 2023₹9,831
20 Feb 2023₹9,892
27 Feb 2023₹9,683
6 Mar 2023₹9,816
13 Mar 2023₹9,544
20 Mar 2023₹9,457
27 Mar 2023₹9,374
3 Apr 2023₹9,621
10 Apr 2023₹9,721
17 Apr 2023₹9,821
24 Apr 2023₹9,809
2 May 2023₹9,991
8 May 2023₹10,105
15 May 2023₹10,199
22 May 2023₹10,237
29 May 2023₹10,450
5 Jun 2023₹10,686
12 Jun 2023₹10,753
19 Jun 2023₹10,970
26 Jun 2023₹10,893
3 Jul 2023₹11,041
10 Jul 2023₹11,009
17 Jul 2023₹11,265
24 Jul 2023₹11,314
31 Jul 2023₹11,510
7 Aug 2023₹11,354
14 Aug 2023₹11,469
21 Aug 2023₹11,681
28 Aug 2023₹11,868
4 Sep 2023₹12,118
11 Sep 2023₹12,381
18 Sep 2023₹12,086
25 Sep 2023₹12,015
3 Oct 2023₹12,159
9 Oct 2023₹11,932
16 Oct 2023₹12,111
23 Oct 2023₹11,774
30 Oct 2023₹11,759
6 Nov 2023₹11,971
13 Nov 2023₹12,225
20 Nov 2023₹12,464
28 Nov 2023₹12,523
4 Dec 2023₹13,217
11 Dec 2023₹13,240
18 Dec 2023₹13,427
26 Dec 2023₹13,413
1 Jan 2024₹13,464
8 Jan 2024₹13,550
15 Jan 2024₹13,629
23 Jan 2024₹13,212
29 Jan 2024₹13,478
5 Feb 2024₹13,525
12 Feb 2024₹13,542
19 Feb 2024₹13,883
26 Feb 2024₹13,933
4 Mar 2024₹14,026
11 Mar 2024₹13,875
18 Mar 2024₹13,472
26 Mar 2024₹13,914
1 Apr 2024₹14,197
8 Apr 2024₹14,429
15 Apr 2024₹14,266
22 Apr 2024₹14,285
29 Apr 2024₹14,763
6 May 2024₹14,842
13 May 2024₹14,687
21 May 2024₹15,448
27 May 2024₹15,614
3 Jun 2024₹15,770
10 Jun 2024₹15,894
18 Jun 2024₹16,766
24 Jun 2024₹16,810
1 Jul 2024₹17,085
8 Jul 2024₹17,276
15 Jul 2024₹17,283
22 Jul 2024₹16,798
29 Jul 2024₹17,369
5 Aug 2024₹16,520
12 Aug 2024₹17,090
19 Aug 2024₹17,452
26 Aug 2024₹17,751
2 Sep 2024₹17,744
9 Sep 2024₹17,601
16 Sep 2024₹18,212
23 Sep 2024₹18,529
30 Sep 2024₹18,254
7 Oct 2024₹17,474
14 Oct 2024₹18,315
21 Oct 2024₹17,705
28 Oct 2024₹17,079
4 Nov 2024₹17,139
11 Nov 2024₹17,132
18 Nov 2024₹16,750
25 Nov 2024₹17,340
2 Dec 2024₹17,703
9 Dec 2024₹18,162
16 Dec 2024₹18,396
23 Dec 2024₹17,808
30 Dec 2024₹17,788
6 Jan 2025₹17,686
13 Jan 2025₹16,274
20 Jan 2025₹16,759
27 Jan 2025₹15,597
3 Feb 2025₹15,981
10 Feb 2025₹15,717
17 Feb 2025₹14,736
24 Feb 2025₹14,848
3 Mar 2025₹14,361
10 Mar 2025₹14,484
17 Mar 2025₹14,539
24 Mar 2025₹15,542
31 Mar 2025₹15,334
7 Apr 2025₹14,221
15 Apr 2025₹15,223
21 Apr 2025₹15,695
28 Apr 2025₹15,750
5 May 2025₹15,883
12 May 2025₹16,092
19 May 2025₹16,569
26 May 2025₹16,581
2 Jun 2025₹16,812
9 Jun 2025₹17,319
16 Jun 2025₹17,181
23 Jun 2025₹17,097
30 Jun 2025₹17,527
7 Jul 2025₹17,344
14 Jul 2025₹17,315
21 Jul 2025₹17,552
28 Jul 2025₹17,063
4 Aug 2025₹17,307
11 Aug 2025₹17,151
18 Aug 2025₹17,413
25 Aug 2025₹17,576
1 Sep 2025₹17,433
8 Sep 2025₹17,517
15 Sep 2025₹17,766
22 Sep 2025₹17,801
30 Sep 2025₹17,169
6 Oct 2025₹17,576
13 Oct 2025₹17,682
20 Oct 2025₹17,820
27 Oct 2025₹17,872
3 Nov 2025₹17,919
10 Nov 2025₹17,691
17 Nov 2025₹17,915
24 Nov 2025₹17,521
1 Dec 2025₹17,719
8 Dec 2025₹17,131
15 Dec 2025₹17,414
22 Dec 2025₹17,550
29 Dec 2025₹17,242
5 Jan 2026₹17,419
12 Jan 2026₹16,751
19 Jan 2026₹16,624
27 Jan 2026₹16,103
2 Feb 2026₹16,327
9 Feb 2026₹17,261
16 Feb 2026₹17,170
23 Feb 2026₹17,219
2 Mar 2026₹16,946
9 Mar 2026₹16,344
16 Mar 2026₹15,824
23 Mar 2026₹15,438
30 Mar 2026₹15,473
6 Apr 2026₹15,943
13 Apr 2026₹16,764
20 Apr 2026₹17,404
27 Apr 2026₹17,624
4 May 2026₹17,587
11 May 2026₹17,891
18 May 2026₹17,524
25 May 2026₹17,955
1 Jun 2026₹17,656
8 Jun 2026₹17,645
15 Jun 2026₹18,235
22 Jun 2026₹18,716
29 Jun 2026₹18,382
6 Jul 2026₹18,661
13 Jul 2026₹18,700
20 Jul 2026₹18,609
27 Jul 2026₹18,567
3 Aug 2026₹18,957
10 Aug 2026₹19,184
17 Aug 2026₹19,319
24 Aug 2026₹19,377
31 Aug 2026₹19,640
2 Sep 2026₹19,310

Performance (trailing, annualised)

1Y annualised10.83%
3Y annualised16.91%

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 ₹1,32,89320.43%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,37,95913.15%

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

Calendar years

Calendar 202337.38%
Calendar 202432.01%
Calendar 2025-3.01%

Rolling returns

Rolling 1Y · average157 windows since 23 Aug 202321.08%
Rolling 1Y · median14.68%
Rolling 1Y · worst window-6.31%
Rolling 1Y · best window57.08%
Rolling 1Y · windows positive88%
Rolling 3Y · average54 windows since 19 Aug 202519.79%
Rolling 3Y · median19.91%
Rolling 3Y · worst window17.72%
Rolling 3Y · best window21.89%
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)12.14%
Maximum drawdown-23.32%

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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