Bandhan Mid Cap Fund
- NAV as on 25 Sep 2026
- ₹19.00-0.48%1 day
- Return since launch
- 16.9%
- 52-week range
- ₹15.45 — ₹19.66
- AUM
- ₹2,581 Cr
Bandhan Mid Cap Fund is a Mid Cap equity fund from Bandhan Mutual Fund with ₹2,581 Cr under management, launched in 2022. Over three years it has returned 11.4% a year, against 15.6% for its category. The expense ratio is 2.12% and the SEBI riskometer reading is Very High.
Performance
Bandhan Mid Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +10.9% against +7.0% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 15.4% | +7.3 pts | 8.1% | 6.1% |
| 2Y | 10.6% | +3.5 pts | 7.1% | 6.2% |
| 3Y | 11.4% | −4.2 pts | 15.6% | 8.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.6% | +1.4 pts | -4.0% | -4.3% |
| 3M | 3.3% | +2.6 pts | 0.6% | 0.1% |
| 6M | 19.8% | +4.5 pts | 15.3% | 13.8% |
| 1Y | 10.9% | +2.8 pts | 8.1% | 6.7% |
| 2Y | 1.6% | +0.8 pts | 0.8% | 0.2% |
| 3Y | 16.3% | +0.7 pts | 15.6% | 14.2% |
Since launch (28 Jul 2022): 16.9%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -3.0% | −6.1 pts | 3.1% |
| 2024 | 31.7% | +1.4 pts | 30.3% |
| 2023 | 37.4% | −1.3 pts | 38.7% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.12%
Expense ratio as on 24 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.70%
- Brokerage
- 0.05%
- Transaction charges
- 0.00%
- Statutory levies
- 0.37%
- Exit load
- Exit load of 1%, if redeemed within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 150 MidCap Index
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 0.88 | 5.13 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.98 | 0.99 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.67 | 0.91 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.84 | 1.17 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 18.56 | 18.53 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Bandhan Mid Cap Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity97.9%
- Debt0.0%
- Other2.1%
Market cap split
- Large16.5%
- Mid67.9%
- Small15.6%
- P/E
- 48.54
- P/B
- 6.57
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Apar Industries Ltd. | Consumer Staples | 3.97% | ₹102 Cr | +3.11% | +2.92% | +1.81% |
| The Federal Bank Ltd. | Financial | 3.32% | ₹85.58 Cr | +3.00% | +3.42% | +2.13% |
| GE Vernova T&D India Ltd | Capital Goods | 3.28% | ₹84.76 Cr | +4.53% | +3.72% | +2.67% |
| Ipca Laboratories Ltd. | Healthcare | 2.66% | ₹68.65 Cr | +2.08% | +1.61% | +1.02% |
| Fortis Healthcare Ltd. | Healthcare | 2.44% | ₹62.94 Cr | +2.87% | +3.19% | +2.83% |
| L&T Finance Ltd. | Financial | 2.23% | ₹57.67 Cr | +2.11% | +2.23% | +1.17% |
| Persistent Systems Ltd. | Technology | 2.21% | ₹56.95 Cr | +2.15% | +2.23% | +2.62% |
| Vishal Mega Mart Ltd. | Services | 2.19% | ₹56.43 Cr | +2.82% | +2.99% | +1.29% |
| PB Fintech Ltd. | Services | 2.15% | ₹55.46 Cr | +2.21% | +2.03% | +2.54% |
| Others | Others | 2.14% | ₹55.32 Cr | +0.45% | +0.50% | +0.55% |
| Kei Industries Ltd. | Capital Goods | 2.09% | ₹53.92 Cr | +2.09% | +1.99% | +1.46% |
| Prestige Estates Projects Ltd. | Construction | 2.06% | ₹53.17 Cr | +1.96% | +2.40% | +2.92% |
| Multi Commodity Exchange Of India Ltd. | Services | 2.04% | ₹52.67 Cr | +1.90% | +1.13% | — |
| Sai Life Sciences Ltd. | Healthcare | 1.96% | ₹50.61 Cr | +1.82% | +1.75% | +1.61% |
| Cummins India Ltd. | Capital Goods | 1.94% | ₹49.97 Cr | +2.66% | +2.43% | +2.39% |
| Eternal Ltd. | Services | 1.79% | ₹46.17 Cr | +1.48% | +1.59% | +1.62% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 1.75% | ₹45.27 Cr | +2.18% | +1.89% | +2.00% |
| Solar Industries India Ltd. | Chemicals | 1.73% | ₹44.71 Cr | +1.88% | +1.53% | +1.60% |
| The Indian Hotels Company Ltd. | Services | 1.69% | ₹43.63 Cr | +1.49% | +1.73% | +2.17% |
| UNO Minda Ltd. | Automobile | 1.63% | ₹42.08 Cr | +1.65% | +2.05% | +2.43% |
| One97 Communications Ltd. | Services | 1.57% | ₹40.58 Cr | +0.41% | +0.44% | — |
| APL Apollo Tubes Ltd. | Metals & Mining | 1.55% | ₹39.98 Cr | +1.28% | +1.71% | +1.36% |
| Aditya Infotech Ltd. | Communication | 1.53% | ₹39.46 Cr | +1.50% | +1.03% | +0.38% |
| Coromandel International Ltd. | Chemicals | 1.51% | ₹38.86 Cr | +1.28% | +1.78% | +2.05% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.51% | ₹39.09 Cr | +1.41% | +0.98% | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.42% | ₹36.72 Cr | +0.93% | +0.80% | — |
| Navin Fluorine International Ltd. | Chemicals | 1.42% | ₹36.78 Cr | +1.26% | +1.02% | +0.84% |
| TVS Motor Company Ltd. | Automobile | 1.40% | ₹36.21 Cr | +1.27% | +1.61% | +1.52% |
| FSN E-Commerce Ventures Ltd. | Services | 1.39% | ₹35.85 Cr | +0.86% | +0.51% | — |
| Coforge Ltd. | Technology | 1.37% | ₹35.32 Cr | +0.78% | +0.87% | +1.66% |
| The Phoenix Mills Ltd. | Construction | 1.31% | ₹33.81 Cr | +1.17% | +1.20% | — |
| BSE Ltd. | Services | 1.29% | ₹33.28 Cr | +2.66% | +1.76% | +1.28% |
| JK Cement Ltd. | Materials | 1.27% | ₹32.73 Cr | +1.36% | +1.62% | +2.10% |
| Trent Ltd. | Services | 1.23% | ₹31.78 Cr | +1.41% | +1.48% | +2.66% |
| Bharti Hexacom Ltd. | Communication | 1.20% | ₹31.01 Cr | +1.25% | +1.47% | +1.65% |
| Ashok Leyland Ltd. | Automobile | 1.19% | ₹30.71 Cr | +0.24% | — | — |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 1.19% | ₹30.83 Cr | +1.22% | +1.14% | +1.11% |
| Schaeffler India Ltd. | Capital Goods | 1.19% | ₹30.84 Cr | +1.25% | +1.45% | +1.35% |
| Radico Khaitan Ltd. | Consumer Staples | 1.18% | ₹30.33 Cr | +0.41% | — | — |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.14% | ₹29.40 Cr | — | +0.39% | +0.77% |
| Swiggy Ltd. | Services | 1.14% | ₹29.32 Cr | +1.09% | +1.71% | +1.62% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.10% | ₹28.32 Cr | +1.06% | +1.23% | +1.02% |
| ICICI Bank Ltd. | Financial | 1.09% | ₹28.08 Cr | +0.89% | +0.96% | +0.81% |
| Billionbrains Garage Ventures Ltd. | Financial | 1.08% | ₹27.87 Cr | +1.31% | +1.02% | — |
| Max Healthcare Institute Ltd. | Healthcare | 1.06% | ₹27.34 Cr | +1.15% | +1.51% | +1.89% |
| Dixon Technologies (India) Ltd. | Capital Goods | 0.99% | ₹25.52 Cr | +0.90% | +1.08% | +2.77% |
| Max Financial Services Ltd. | Financial | 0.99% | ₹25.57 Cr | +1.20% | +1.42% | +1.10% |
| Shaily Engineering Plastics Ltd. | Materials | 0.96% | ₹24.79 Cr | +1.03% | +0.74% | — |
| Indian Bank | Financial | 0.95% | ₹24.62 Cr | +1.80% | +2.42% | +1.30% |
| Torrent Power Ltd. | Energy | 0.95% | ₹24.53 Cr | +1.30% | +1.24% | +1.22% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 0.94% | ₹24.14 Cr | +1.25% | +1.41% | +1.48% |
| Syrma SGS Technology Ltd. | Capital Goods | 0.86% | ₹22.08 Cr | +0.76% | +0.63% | +0.70% |
| Meesho Ltd. | Services | 0.84% | ₹21.62 Cr | +0.23% | +0.40% | — |
| company:896 | Financial | 0.84% | ₹21.81 Cr | — | — | — |
| TD Power Systems Ltd. | Capital Goods | 0.82% | ₹21.17 Cr | +0.63% | — | — |
| Anthem Biosciences Ltd. | Healthcare | 0.80% | ₹20.71 Cr | +0.67% | +0.68% | +0.77% |
| Samvardhana Motherson International Ltd. | Automobile | 0.73% | ₹18.74 Cr | +0.73% | +0.77% | +0.80% |
| Sterlite Technologies Ltd. | Communication | 0.71% | ₹18.25 Cr | +0.60% | — | — |
| Bharat Forge Ltd. | Automobile | 0.63% | ₹16.39 Cr | — | — | +0.49% |
| Manipal Health Enterprises Ltd. | Healthcare | 0.63% | ₹16.16 Cr | — | — | — |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.61% | ₹15.74 Cr | +0.62% | +0.58% | +0.25% |
| Global Health Ltd. | Healthcare | 0.59% | ₹15.24 Cr | — | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.58% | ₹14.86 Cr | +0.21% | +0.61% | +0.61% |
| Neuland Laboratories Ltd. | Healthcare | 0.58% | ₹14.90 Cr | +0.56% | +0.43% | +0.50% |
| Supreme Industries Ltd. | Materials | 0.58% | ₹15.04 Cr | +0.79% | +1.03% | +1.21% |
| company:6832 | Healthcare | 0.55% | ₹14.23 Cr | — | — | — |
| 3M India Ltd. | Consumer Staples | 0.50% | ₹12.91 Cr | +0.58% | +0.72% | +0.72% |
| Kaynes Technology India Ltd. | Capital Goods | 0.49% | ₹12.70 Cr | +0.74% | +1.38% | +2.48% |
| Astral Ltd. | Materials | 0.47% | ₹12.23 Cr | +0.78% | +0.90% | +0.70% |
| Ujjivan Small Finance Bank Ltd. | Financial | 0.47% | ₹12.04 Cr | +0.43% | +0.46% | — |
| Ajanta Pharma Ltd. | Healthcare | 0.45% | ₹11.62 Cr | +0.32% | +0.41% | +0.53% |
| United Spirits Ltd. | Consumer Staples | 0.43% | ₹11.13 Cr | +0.20% | +0.60% | — |
| OnEMI Technology Solutions Ltd. | Financial | 0.42% | ₹10.94 Cr | +0.48% | — | — |
| company:5338 | Metals & Mining | 0.40% | ₹10.21 Cr | — | — | — |
| 360 One Wam Ltd. | Financial | 0.38% | ₹9.89 Cr | +0.38% | +0.42% | +0.42% |
| Aster DM Quality Care Ltd. | Healthcare | 0.37% | ₹9.60 Cr | +0.34% | +0.20% | — |
| company:20795 | Technology | 0.35% | ₹8.96 Cr | — | — | — |
| company:20770 | Capital Goods | 0.33% | ₹8.47 Cr | — | — | — |
| Abbott India Ltd. | Healthcare | 0.26% | ₹6.72 Cr | +0.70% | +0.90% | +0.93% |
| Gabriel India Ltd. | Automobile | 0.21% | ₹5.34 Cr | — | — | — |
| INDO-MIM Ltd. | Capital Goods | 0.20% | ₹5.27 Cr | — | — | — |
| Suzlon Energy Ltd. | Capital Goods | 0.20% | ₹5.22 Cr | +0.70% | +0.66% | +1.07% |
| SBI Funds Management Ltd. | Financial | 0.10% | ₹2.61 Cr | — | — | — |
| K.P.R. Mill Ltd. | Textiles | 0.09% | ₹2.39 Cr | +0.19% | +0.19% | — |
| Kusumgar Ltd. | Textiles | 0.09% | ₹2.41 Cr | — | — | — |
| Sai Parenteral’s Ltd. | Healthcare | 0.06% | ₹1.66 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Apar Industries Ltd. | 3.07% | 3.97% | +0.90% |
| company:896 | 0.00% | 0.84% | +0.84% |
| Axis Bank Ltd. | 0.55% | 0.00% | -0.55% |
| company:6832 | 0.00% | 0.55% | +0.55% |
| Ashok Leyland Ltd. | 0.70% | 1.19% | +0.49% |
| BSE Ltd. | 1.74% | 1.29% | -0.45% |
| Multi Commodity Exchange Of India Ltd. | 1.59% | 2.04% | +0.45% |
| One97 Communications Ltd. | 1.16% | 1.57% | +0.41% |
| Tenneco Clean Air India Ltd | 0.40% | 0.00% | -0.40% |
| company:5338 | 0.00% | 0.40% | +0.40% |
| Mankind Pharma Ltd. | 0.37% | 0.00% | -0.37% |
| SRF Ltd. | 0.36% | 0.00% | -0.36% |
| company:20795 | 0.00% | 0.35% | +0.35% |
| company:20770 | 0.00% | 0.33% | +0.33% |
| Amber Enterprises India Ltd. | 0.26% | 0.58% | +0.32% |
| Global Health Ltd. | 0.27% | 0.59% | +0.32% |
| TD Power Systems Ltd. | 0.50% | 0.82% | +0.32% |
| Cummins India Ltd. | 2.25% | 1.94% | -0.31% |
| Fortis Healthcare Ltd. | 2.73% | 2.44% | -0.29% |
| Metro Brands Ltd. | 0.28% | 0.00% | -0.28% |
| Abbott India Ltd. | 0.53% | 0.26% | -0.27% |
| The Federal Bank Ltd. | 3.58% | 3.32% | -0.26% |
| Coromandel International Ltd. | 1.76% | 1.51% | -0.25% |
| DOMS Industries Ltd. | 0.24% | 0.00% | -0.24% |
| Glenmark Pharmaceuticals Ltd. | 1.27% | 1.51% | +0.24% |
| Torrent Power Ltd. | 1.19% | 0.95% | -0.24% |
| PB Fintech Ltd. | 1.93% | 2.15% | +0.22% |
| APL Apollo Tubes Ltd. | 1.36% | 1.55% | +0.19% |
| Ipca Laboratories Ltd. | 2.48% | 2.66% | +0.18% |
| Krishna Institute of Medical Sciences Ltd | 1.37% | 1.19% | -0.18% |
| INDO-MIM Ltd. | 0.02% | 0.20% | +0.18% |
| JK Cement Ltd. | 1.44% | 1.27% | -0.17% |
| GE Vernova T&D India Ltd | 3.43% | 3.28% | -0.15% |
| Trent Ltd. | 1.38% | 1.23% | -0.15% |
| Bharti Hexacom Ltd. | 1.34% | 1.20% | -0.14% |
| Persistent Systems Ltd. | 2.35% | 2.21% | -0.14% |
| Kei Industries Ltd. | 1.95% | 2.09% | +0.14% |
| Max Healthcare Institute Ltd. | 1.20% | 1.06% | -0.14% |
| The Indian Hotels Company Ltd. | 1.82% | 1.69% | -0.13% |
| Kusumgar Ltd. | 0.22% | 0.09% | -0.13% |
| Sterlite Technologies Ltd. | 0.58% | 0.71% | +0.13% |
| Prestige Estates Projects Ltd. | 2.19% | 2.06% | -0.13% |
| Lenskart Solutions Ltd. | 1.30% | 1.42% | +0.12% |
| Schaeffler India Ltd. | 1.30% | 1.19% | -0.11% |
| Manipal Health Enterprises Ltd. | 0.52% | 0.63% | +0.11% |
| SBI Funds Management Ltd. | 0.21% | 0.10% | -0.11% |
| Suzlon Energy Ltd. | 0.31% | 0.20% | -0.11% |
| Coforge Ltd. | 1.27% | 1.37% | +0.10% |
| ICICI Lombard General Insurance Company Ltd. | 1.04% | 0.94% | -0.10% |
| TVS Motor Company Ltd. | 1.50% | 1.40% | -0.10% |
| K.P.R. Mill Ltd. | 0.19% | 0.09% | -0.10% |
| Sona BLW Precision Forgings Ltd. | 1.04% | 1.14% | +0.10% |
| Swiggy Ltd. | 1.23% | 1.14% | -0.09% |
| Ellenbarrie Industrial Gases Ltd. | 0.09% | 0.00% | -0.09% |
| Billionbrains Garage Ventures Ltd. | 1.17% | 1.08% | -0.09% |
| The Phoenix Mills Ltd. | 1.40% | 1.31% | -0.09% |
| L&T Finance Ltd. | 2.31% | 2.23% | -0.08% |
| Vishal Mega Mart Ltd. | 2.27% | 2.19% | -0.08% |
| Meesho Ltd. | 0.76% | 0.84% | +0.08% |
| Navin Fluorine International Ltd. | 1.34% | 1.42% | +0.08% |
| Cholamandalam Investment and Finance Company Ltd. | 1.17% | 1.10% | -0.07% |
| 3M India Ltd. | 0.56% | 0.50% | -0.06% |
| Sai Life Sciences Ltd. | 1.90% | 1.96% | +0.06% |
| Aster DM Quality Care Ltd. | 0.43% | 0.37% | -0.06% |
| ICICI Bank Ltd. | 1.15% | 1.09% | -0.06% |
| Ujjivan Small Finance Bank Ltd. | 0.52% | 0.47% | -0.05% |
| Motilal Oswal Financial Services Ltd. | 0.05% | 0.00% | -0.05% |
| Kaynes Technology India Ltd. | 0.44% | 0.49% | +0.05% |
| OnEMI Technology Solutions Ltd. | 0.47% | 0.42% | -0.05% |
| Samvardhana Motherson International Ltd. | 0.69% | 0.73% | +0.04% |
| United Spirits Ltd. | 0.47% | 0.43% | -0.04% |
| Aditya Infotech Ltd. | 1.56% | 1.53% | -0.03% |
| CG Power and Industrial Solutions Ltd. | 1.78% | 1.75% | -0.03% |
| Supreme Industries Ltd. | 0.61% | 0.58% | -0.03% |
| Neuland Laboratories Ltd. | 0.55% | 0.58% | +0.03% |
| 360 One Wam Ltd. | 0.36% | 0.38% | +0.02% |
| Anthem Biosciences Ltd. | 0.78% | 0.80% | +0.02% |
| Eternal Ltd. | 1.77% | 1.79% | +0.02% |
| Max Financial Services Ltd. | 1.01% | 0.99% | -0.02% |
| Ajanta Pharma Ltd. | 0.47% | 0.45% | -0.02% |
| Astral Ltd. | 0.48% | 0.47% | -0.01% |
| Bharat Forge Ltd. | 0.64% | 0.63% | -0.01% |
| Dixon Technologies (India) Ltd. | 1.00% | 0.99% | -0.01% |
| FSN E-Commerce Ventures Ltd. | 1.38% | 1.39% | +0.01% |
| Gabriel India Ltd. | 0.22% | 0.21% | -0.01% |
| Healthcare Global Enterprises Ltd. | 0.60% | 0.61% | +0.01% |
| Radico Khaitan Ltd. | 1.17% | 1.18% | +0.01% |
| Solar Industries India Ltd. | 1.74% | 1.73% | -0.01% |
| Syrma SGS Technology Ltd. | 0.87% | 0.86% | -0.01% |
| TVS Motor Company Ltd - Pref. Shares | 0.01% | 0.00% | -0.01% |
| Sai Parenteral’s Ltd. | 0.05% | 0.06% | +0.01% |
| UNO Minda Ltd. | 1.62% | 1.63% | +0.01% |
| Indian Bank | 0.95% | 0.95% | 0.00% |
| Others | 0.08% | 0.08% | 0.00% |
| Shaily Engineering Plastics Ltd. | 0.96% | 0.96% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,775 Cr | 2.01% | 12.4% | 14.1% | 18.9% |
| ₹19,891 Cr | 1.87% | 5.2% | 10.6% | 17.1% | |
| ₹17,188 Cr | 2.21% | 20.9% | 16.6% | 20.4% | |
| ₹15,905 Cr | 1.88% | 12.3% | 15.2% | 20.0% | |
| ₹8,403 Cr | 1.84% | 10.0% | 13.6% | 17.9% | |
| ₹7,485 Cr | 2.25% | 13.9% | 14.3% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.
Fund managers
- Harshal JoshiMr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, MumbaiPrior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund) in 2008 he has worked with ICAP India Pvt. Ltd.
- Ritu ModiMs. Modi has done B.com and MMS(Finance).Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), she has worked with IIFL Mutual Fund, LIC Mutual Fund, she has worked with Ambit Capital as Research Analyst.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months19.77% absolute | ₹60,000 | ₹71,862 | 19.77% | |
| 1 year10.92% annualised | ₹1,20,000 | ₹1,27,340 | 6.12% | |
| 3 years16.33% annualised | ₹3,60,000 | ₹4,66,846 | 29.68% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.