Motilal Oswal Large and Midcap Fund vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10231 Cr | ₹12628 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Aug 2005 | 17 Oct 2019 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 71% | 70% |
Expense Ratio | 1.78 | 1.73 |
Manager | Manish Gunwani | Rakesh Shetty |
ISIN Code | INF194K01524 | INF247L01965 |
Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 3.53% | 6.75% |
6 Month | 17.9% | 28.88% |
1 Year | -1.37% | 4.07% |
3 Year | 24.13% | 27.97% |
5 Year | 25.25% | 28.77% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 5.04% | 7.58% |
1 Year | 14.21% | 18.22% |
3 Year | 22.16% | 26.52% |
5 Year | 21.88% | 24.83% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.51% | 26.99% |
3 Year | 12.23% | 25.97% |
5 Year | 11.2% | 27.36% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.47% | 18.35% |
Sharp | 1.11% | 1.00% |
Beta | 0.96% | 1.09% |
Alpha | 8.04% | 10.37% |
Fund Managers
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Manish Gunwani | Rakesh Shetty |
Total AUM | ₹8731 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 11.37 | 10.83 |
Large Cap | 35.72 | 28.29 |
Small Cap | 13.92 | 21.97 |
Mid Cap | 38.99 | 38.91 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 7.95 | 0.93 |
Energy | 3.63 | - |
Technology | 10.22 | 12.75 |
Consumer Cyclical | 10.3 | 21.73 |
Industrials | 9.23 | 34.2 |
Financial Services | 26.86 | 18.33 |
Healthcare | 7.08 | 2.99 |
Real Estate | 3.34 | 3.16 |
Basic Materials | 7.48 | 2.19 |
Communication Services | 4.78 | - |
Consumer Defensive | 7.13 | - |
Utilities | 2.01 | 3.71 |
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