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) | ₹1969 Cr | ₹36880 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 | -8.23% | -8.92% |
| 6 Month | -8.32% | -11.96% |
| 1 Year | -1.51% | -7.31% |
| 3 Year | 18.18% | 21.94% |
| 5 Year | - | 24.92% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -8.56% | -10.79% |
| 1 Year | -8.44% | -15.15% |
| 3 Year | 8.42% | 10.06% |
| 5 Year | - | 18.69% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 22.04% | 16.44% |
| 3 Year | 20.69% | 20.95% |
| 5 Year | - | 14.91% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 16.08% | 17.87% |
| Sharp | 0.86% | 0.99% |
| Beta | 0.95% | 0.91% |
| Alpha | -1.83% | 2.65% |
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 | 11.14 | 25.31 |
| Large Cap | 15.06 | 16.18 |
| Mid Cap | 63.98 | 58.51 |
| Small Cap | 9.83 | - |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.71 | 16.4 |
| Consumer Cyclical | 19.73 | 15.12 |
| Healthcare | 14.94 | 0.85 |
| Industrials | 14.6 | 10.84 |
| Basic Materials | 8.44 | - |
| Technology | 11.29 | 34.62 |
| Financial Services | 19.81 | 10.65 |
| Real Estate | 3.58 | 2.38 |
| Consumer Defensive | 1.14 | - |
| Communication Services | 1.7 | 9.14 |
| Utilities | 1.05 | - |
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