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) | ₹9997 Cr | ₹12428 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 | -0.95% | -3.24% |
6 Month | 12.01% | 17.76% |
1 Year | 2.07% | 6.79% |
3 Year | 23.45% | 26.6% |
5 Year | 25.6% | 28.31% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 4.13% | 5.87% |
1 Year | 6.46% | 6.81% |
3 Year | 21.19% | 24.5% |
5 Year | 21.49% | 23.9% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.51% | 26.99% |
3 Year | 12.23% | 25.97% |
5 Year | 11.2% | 27.36% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.41% | 18.17% |
Sharp | 1.25% | 1.14% |
Beta | 0.95% | 1.07% |
Alpha | 7.90% | 10.72% |
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 | 8.16 | 10.64 |
Large Cap | 38.79 | 28.3 |
Small Cap | 13.63 | 22.7 |
Mid Cap | 39.42 | 38.37 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 5.26 | 0.84 |
Energy | 3.78 | - |
Technology | 10.04 | 11.68 |
Consumer Cyclical | 9.6 | 21.73 |
Industrials | 9.53 | 35.32 |
Financial Services | 29.98 | 18.4 |
Basic Materials | 7.25 | 2.05 |
Healthcare | 6.79 | 2.96 |
Real Estate | 3.67 | 3.46 |
Communication Services | 4.54 | 0 |
Consumer Defensive | 6.73 | - |
Utilities | 2.83 | 3.57 |
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