Bandhan Midcap Fund Delivers 20.41% Returns in 3 Years

Launched on August 18, 2022, Bandhan Midcap Fund has completed three years of operations, delivering 20.41% returns since inception.

According to the fund house, a lump-sum investment of ₹10,000 made during the New Fund Offer (NFO) has grown to ₹17,307, reflecting the fund’s consistent performance.

Portfolio Beyond Large-Caps

The scheme aims to diversify beyond large-cap companies, with an emphasis on niche businesses and category leaders in mid and emerging sectors. Fund managers highlight that the portfolio is tilted toward “companies with higher visibility of growth and lower risk.” Key structural themes include import substitution, electronic manufacturing, fintech, power shortages, and hospitality.

Sector Allocation

As of July 2025, the fund maintained an overweight stance in capital goods, consumer services, and healthcare, while remaining underweight in financial services, oil & gas, and metals and mining. Its holdings include companies in sectors such as hotels, pipes, tiles, auto ancillaries, and quick-service restaurants, generally within a market capitalisation range of ₹31,000 crore to ₹91,000 crore.

SIP Performance 

The fund house noted that SIP investors have outperformed lump-sum investors, with SIPs generating nearly 7 percentage points higher returns in the past year. The scheme permits SIP investments starting from just ₹100 per month, making it accessible to a wide range of investors.

AUM and Positioning

Bandhan Midcap Fund’s assets under management (AUM) crossed ₹1,800 crore, with nearly 70% allocated to midcap stocks. As of August 28, 2025, the NAV of the fund is ₹18.034.

Also Read: Best Defence Sector Mutual Funds In September 2025 Based on AUM!

Conclusion

Investors should assess their long-term goals and risk appetite before making any decision.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.