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) | ₹11799 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 | -1.29% | -3.88% |
| 6 Month | 5.1% | 0.58% |
| 1 Year | 3.79% | -4.82% |
| 3 Year | 22.39% | 23.71% |
| 5 Year | 22.3% | 23.65% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.5% | -2.26% |
| 1 Year | 17.3% | 10.81% |
| 3 Year | 19.95% | 19.96% |
| 5 Year | 20.53% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 12.95% | 24.46% |
| 3 Year | 12.48% | 26.13% |
| 5 Year | 11.5% | 27.9% |
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 | 1.15% | 0.97% |
| Beta | 0.95% | 1.14% |
| Alpha | 4.33% | 4.81% |
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 | 9.06 | 15.53 |
| Large Cap | 36.36 | 27.56 |
| Small Cap | 14.57 | 20.41 |
| Mid Cap | 40.01 | 36.5 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.61 | 1.41 |
| Energy | 3.64 | - |
| Technology | 9.95 | 12.29 |
| Consumer Cyclical | 8.12 | 21.26 |
| Industrials | 9.16 | 28.69 |
| Financial Services | 31.72 | 25.73 |
| Healthcare | 8.29 | 2.49 |
| Real Estate | 3.67 | 2.83 |
| Basic Materials | 6.58 | 2.44 |
| Communication Services | 5.72 | - |
| Consumer Defensive | 7.44 | - |
| Utilities | 1.11 | 2.85 |
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