BANDHAN MID CAP FUND - Direct Plan - Growth
code 150404 Mid Cap Fund direct plan · growth NAVs 2022-08-19 to 2026-11-09
Growth of ₹10,000
From 2022-08-19. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 2.35% | 2026-10-09 → 2026-11-09 |
| 3M | -0.36% | 2026-08-07 → 2026-11-09 |
| 6M | 5.67% | 2026-05-08 → 2026-11-09 |
| 1Y | 8.91% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.56% | 2023-11-09 → 2026-11-09 |
| 5Y | - | |
| 7Y | - | |
| 10Y | - | |
| since inception | 18.11% | 2022-08-19 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 39.67% | 34.08% | -1.60% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 802 | 22.14% | 14.43% | -5.61% | 60.00% | 93% |
| 3 years | 307 | 21.04% | 21.49% | 15.34% | 24.25% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 17.28% |
| volatility | 18.97% |
| max drawdown | -22.71% |
| downside deviation | 12.46% |
| Sharpe ratio | 0.63 |
| Sortino ratio | 0.95 |
| Calmar ratio | 0.76 |
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★★☆ · 5y - · 10y -) · as of 2026-10 · 50 months of history
| percentile rank (1 = best) | 3 years of 29 funds |
|---|---|
| return | 25th |
| volatility | 75th |
| Sharpe | 25th |
| Sortino | 29th |
| worst fall | 86th |
| risk-adjusted return (MRAR) | 22nd |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.