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 | -0.23% | -0.78% |
6 Month | 16.73% | 16.7% |
1 Year | -2.48% | -3.7% |
3 Year | 21.4% | 27.16% |
5 Year | - | 33.74% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 3.5% | 2.55% |
1 Year | 15.38% | 9.81% |
3 Year | 19.45% | 24.45% |
5 Year | - | 27.17% |
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 | 16.02% | 17.60% |
Sharp | 0.81% | 0.95% |
Beta | 0.92% | 0.89% |
Alpha | -1.38% | 2.81% |
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 | 7.17 | 12.4 |
Mid Cap | 66.07 | 63.22 |
Large Cap | 16.57 | 24.39 |
Small Cap | 10.19 | - |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.34 | 2.61 |
Industrials | 17.01 | 16.55 |
Consumer Cyclical | 22.09 | 26.86 |
Healthcare | 14.31 | 3.21 |
Basic Materials | 9.01 | - |
Technology | 12.56 | 41.66 |
Financial Services | 14.69 | 3.2 |
Consumer Defensive | 1.57 | - |
Communication Services | 1.65 | 3.34 |
Real Estate | 3.55 | 2.58 |
Utilities | 1.22 | - |
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