How to check the XIRR of Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth?

You can track the exact XIRR and portfolio overlapping of Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Bandhan NIFTY Midcap 150 Index Fund-Regular Plan-Growth

Q: How to check portfolio overlap for Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bandhan Mutual Fund

Expense Ratio: 0.86

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty Midcap 150 TRI

Inception: 03-09-2024

Exit Load: Nil

Fund Size:₹31.17 Cr

Performance

Fund4.30%

Cat. Avg.1.75%

FundN/A

Cat. Avg.2.72%

FundN/A

Cat. Avg.10.69%

FundN/A

Cat. Avg.10.71%

10Y

FundN/A

Cat. Avg.11.39%

Fund1.20%

Cat. Avg.6.89%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Mid Cap	Capital Markets	0.96	3.18%
2	Hero MotoCorp Limited	Equity	Listed	Large Cap	Automobiles	0.58	1.90%
3	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	0.56	1.85%
4	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	0.53	1.77%
5	Lupin Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	0.49	1.63%
6	Indus Towers Limited	Equity	Listed	Mid Cap	Telecom - Services	0.47	1.57%
7	Persistent Systems Limited	Equity	Listed	Mid Cap	IT - Software	0.46	1.54%
8	IndusInd Bank Limited	Equity	Listed	Mid Cap	Banks	0.43	1.44%
9	PB Fintech Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	0.43	1.41%
10	Suzlon Energy Limited	Equity	Listed	Mid Cap	Electrical Equipment	0.42	1.39%

Similar Funds

SBI BSE Sensex ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹865.21₹1,26,586.67 Cr

Incep: 09-02-2013

Other ETFsVery High RiskOther

-4.04%

-0.76%

5.94%

9.51%

12.17%

Fund Details

SBI BSE Sensex ETF

NAV / Fund Size₹865.21₹1,26,586.67 Cr

Other ETFsVery High RiskOther

-4.04%

-0.76%

5.94%

9.51%

12.17%

UTI Small Cap Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.86

NAV / Fund Size

₹27.49₹4,782.93 Cr

Incep: 02-12-2020

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Fund Details

UTI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹27.49₹4,782.93 Cr

Small Cap FundVery High RiskEquity

2.67%

5.60%

15.35%

15.17%

19.90%

Bandhan Value Fund - Regular Plan - Growth

Bandhan Mutual Fund

Expense Ratio: 1.74

NAV / Fund Size

₹146.32₹10,486.90 Cr

Incep: 09-01-2008

Value FundVery High RiskEquity

-1.13%

-0.64%

10.62%

13.41%

16.34%

Fund Details

Bandhan Value Fund - Regular Plan - Growth

NAV / Fund Size₹146.32₹10,486.90 Cr

Value FundVery High RiskEquity

-1.13%

-0.64%

10.62%

13.41%

16.34%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63438	+5.7%	+12.2%
SI	07 Oct, 24	1.10 L.	1.19 L.	+8.5%	+9.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.04 L.	+4.3%	+4.3%
SI	20 Sep, 24	1 L.	1.02 L.	+2.2%	+1.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.