Bandhan Midcap Fund Regular vs Motilal Oswal Midcap Fund compare
Bandhan Midcap Fund Regular - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Fund | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1818 Cr | ₹34780 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Aug 2022 | 24 Feb 2014 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | % | 120% |
Expense Ratio | 2.1 | 1.58 |
Manager | Harshal Joshi | Rakesh Shetty |
ISIN Code | INF194KB1DM6 | INF247L01411 |
Exits Load | Bandhan Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Midcap Fund - 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 Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Month | 3.77% | 4.4% |
6 Month | 22.47% | 17.99% |
1 Year | -1.84% | -1.08% |
3 Year | 20.56% | 26.04% |
5 Year | - | 33.89% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 7.06% | 6.82% |
1 Year | 15.63% | 11.17% |
3 Year | 20.93% | 26.59% |
5 Year | - | 28.66% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 35.64% | 17.59% |
3 Year | - | 19.99% |
5 Year | - | 14.42% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 16.05% | 17.40% |
Sharp | 0.79% | 1.11% |
Beta | 0.91% | 0.86% |
Alpha | -0.64% | 6.74% |
Fund Managers
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Name | Harshal Joshi | Rakesh Shetty |
Total AUM | ₹42965 Cr | ₹33886 Cr |
Funds Managed | 20 | 19 |
Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 7.61 | 12.4 |
Mid Cap | 66.81 | 63.22 |
Large Cap | 15.79 | 24.39 |
Small Cap | 9.78 | - |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 3.22 | 2.61 |
Industrials | 19.64 | 20.24 |
Consumer Cyclical | 21.4 | 26.86 |
Technology | 9.53 | 37.96 |
Healthcare | 13.23 | 3.21 |
Basic Materials | 9.65 | - |
Financial Services | 14.59 | 3.2 |
Communication Services | 1.73 | 3.34 |
Consumer Defensive | 1.48 | - |
Real Estate | 4.21 | 2.58 |
Utilities | 1.33 | - |
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