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) | ₹12784 Cr | ₹15146 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 | -1.19% | -2.73% |
| 6 Month | 4.33% | -0.88% |
| 1 Year | 7.08% | -3.9% |
| 3 Year | 23.82% | 25.35% |
| 5 Year | 22.21% | 23.18% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.94% | -0.87% |
| 1 Year | 16.29% | 11.27% |
| 3 Year | 19.57% | 19.75% |
| 5 Year | 20.62% | 21.24% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.94% | 24.23% |
| 3 Year | 12.5% | 26.1% |
| 5 Year | 11.54% | 27.79% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.31% | 18.47% |
| Sharp | 1.14% | 0.97% |
| Beta | 0.95% | 1.14% |
| Alpha | 4.33% | 4.80% |
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 | 9.63 | 15.53 |
| Large Cap | 34.4 | 27.56 |
| Mid Cap | 39.4 | 36.5 |
| Small Cap | 16.58 | 20.41 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.9 | 1.41 |
| Energy | 3.53 | - |
| Technology | 12.13 | 12.29 |
| Basic Materials | 4.84 | 2.44 |
| Industrials | 9.76 | 28.69 |
| Financial Services | 31.37 | 25.73 |
| Healthcare | 9.67 | 2.49 |
| Consumer Cyclical | 7.45 | 21.26 |
| Real Estate | 3.67 | 2.83 |
| Communication Services | 5.55 | - |
| Consumer Defensive | 6.22 | - |
| Utilities | 0.92 | 2.85 |
Top Comparisons
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.3%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.48%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.25%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.62%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.65%