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) | ₹1858 Cr | ₹34749 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 | 2.48% | 2.43% |
| 6 Month | 14.03% | 9.51% |
| 1 Year | 4% | 0.51% |
| 3 Year | 20.96% | 24.76% |
| 5 Year | - | 32.06% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.64% | 1.54% |
| 1 Year | 15.64% | 7.72% |
| 3 Year | 19.32% | 23.3% |
| 5 Year | - | 26.33% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 31.9% | 17.24% |
| 3 Year | 20.57% | 20.42% |
| 5 Year | - | 14.63% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 16.06% | 17.71% |
| Sharp | 0.86% | 1.02% |
| Beta | 0.94% | 0.91% |
| Alpha | -1.41% | 3.53% |
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 | 7.26 | 18.03 |
| Mid Cap | 65.58 | 59.27 |
| Large Cap | 16.37 | 22.7 |
| Small Cap | 10.78 | - |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.33 | 8.99 |
| Industrials | 16.66 | 16.82 |
| Consumer Cyclical | 21.58 | 23.94 |
| Healthcare | 15.45 | 1.69 |
| Basic Materials | 8.26 | - |
| Technology | 12.35 | 39.79 |
| Financial Services | 15.75 | 3.15 |
| Consumer Defensive | 1.35 | - |
| Communication Services | 1.7 | 3.22 |
| Real Estate | 3.41 | 2.39 |
| Utilities | 1.15 | - |
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