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) | ₹1957 Cr | ₹37501 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 | -2.1% | -0.84% |
| 6 Month | 2.28% | 2.1% |
| 1 Year | -3.26% | -8.17% |
| 3 Year | 19.95% | 24.62% |
| 5 Year | - | 29.28% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.05% | -0.33% |
| 1 Year | 11.5% | 7.08% |
| 3 Year | 16.25% | 20.54% |
| 5 Year | - | 24.52% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 31.9% | 16.72% |
| 3 Year | 20.57% | 20.79% |
| 5 Year | - | 14.82% |
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 | 7.8 | 22.09 |
| Mid Cap | 65.42 | 57.68 |
| Large Cap | 15.67 | 20.22 |
| Small Cap | 11.11 | - |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.4 | 12.78 |
| Industrials | 16.21 | 12.61 |
| Consumer Cyclical | 19.82 | 22.89 |
| Healthcare | 14.87 | 1.61 |
| Basic Materials | 8.62 | - |
| Technology | 13.42 | 40.62 |
| Financial Services | 16.97 | 3.46 |
| Consumer Defensive | 0.96 | - |
| Communication Services | 1.8 | 3.47 |
| Real Estate | 3.74 | 2.56 |
| Utilities | 1.18 | - |
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