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) | ₹10818 Cr | ₹13778 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 | 3.48% | -0.68% |
| 6 Month | 11.27% | 12.56% |
| 1 Year | 12.76% | 11.52% |
| 3 Year | 23.71% | 26.93% |
| 5 Year | 24.46% | 26.07% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 4.01% | 2.03% |
| 1 Year | 17.65% | 17.71% |
| 3 Year | 21.03% | 23.78% |
| 5 Year | 21.16% | 23.23% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.04% | 24.75% |
| 3 Year | 12.44% | 26.13% |
| 5 Year | 11.43% | 28.07% |
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% | 18.32% |
| Sharp | 1.18% | 1.08% |
| Beta | 0.94% | 1.14% |
| Alpha | 4.39% | 6.11% |
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 | 11.05 |
| Large Cap | 36.36 | 27.14 |
| Small Cap | 14.57 | 22.25 |
| Mid Cap | 40.01 | 39.56 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 4.61 | 0.67 |
| Energy | 3.64 | - |
| Technology | 9.95 | 14.57 |
| Consumer Cyclical | 8.12 | 21.89 |
| Industrials | 9.16 | 30.47 |
| Financial Services | 31.72 | 20.87 |
| Healthcare | 8.29 | 3 |
| Real Estate | 3.67 | 3.01 |
| Basic Materials | 6.58 | 2.59 |
| Communication Services | 5.72 | - |
| Consumer Defensive | 7.44 | - |
| Utilities | 1.11 | 2.93 |
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