BANDHAN Core Equity Fund vs Motilal Oswal Large and Midcap Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13636 Cr | ₹15055 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Aug 2005 | 17 Oct 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 71% | 70% |
| Expense Ratio | 1.78 | 1.73 |
| Manager | Manish Gunwani | Rakesh Shetty |
| ISIN Code | INF194K01524 | INF247L01965 |
| Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | -5.13% | -8.86% |
| 6 Month | -1.68% | -11.15% |
| 1 Year | 7.84% | -0.46% |
| 3 Year | 21.41% | 21.63% |
| 5 Year | 19.91% | 20% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | -3.34% | -10.17% |
| 1 Year | 1.98% | -11.03% |
| 3 Year | 14.8% | 11.54% |
| 5 Year | 18.04% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.82% | 23.39% |
| 3 Year | 12.53% | 26.03% |
| 5 Year | 11.63% | 27.47% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.84% | 13.45% |
| Sharp | 1.24% | 0.98% |
| Beta | 0.95% | 1.16% |
| Alpha | 4.12% | 3.1% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Manish Gunwani | Rakesh Shetty |
| Total AUM | ₹8731 Cr | ₹33886 Cr |
| Funds Managed | 4 | 19 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 10.6 | 21.7 |
| Large Cap | 33.9 | 24.96 |
| Mid Cap | 38.85 | 37.46 |
| Small Cap | 16.66 | 15.88 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.9 | 1.17 |
| Energy | 3.78 | - |
| Technology | 11.25 | 10.55 |
| Basic Materials | 6.66 | 2.88 |
| Industrials | 10.68 | 27.89 |
| Financial Services | 32.98 | 29.21 |
| Healthcare | 8.96 | 3.41 |
| Consumer Cyclical | 6.09 | 21.8 |
| Real Estate | 3.63 | 3.1 |
| Utilities | 1.33 | 0 |
| Communication Services | 5.76 | - |
| Consumer Defensive | 4.98 | - |
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