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) | ₹10818 Cr | ₹13778 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 | 3.61% | 2.42% |
| 6 Month | 11.07% | 17.83% |
| 1 Year | 7.37% | 7.42% |
| 3 Year | 23.52% | 27.5% |
| 5 Year | 25.77% | 28.53% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.43% | 2.02% |
| 1 Year | 11% | 16.96% |
| 3 Year | 19.26% | 24.25% |
| 5 Year | 20.22% | 23.49% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.21% | 26.13% |
| 3 Year | 12.32% | 26.08% |
| 5 Year | 11.26% | 27.91% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.31% | 18.32% |
| Sharp | 1.18% | 1.08% |
| Beta | 0.94% | 1.14% |
| Alpha | 4.39% | 6.11% |
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 | 8.81 | 10.93 |
| Large Cap | 35.86 | 27.98 |
| Mid Cap | 40.89 | 39.3 |
| Small Cap | 14.44 | 21.79 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 5.11 | 1.03 |
| Energy | 3.74 | - |
| Technology | 8.77 | 14.28 |
| Consumer Cyclical | 11.03 | 22.91 |
| Industrials | 8.68 | 30.82 |
| Financial Services | 28.6 | 19.51 |
| Healthcare | 7.68 | 2.88 |
| Real Estate | 3.49 | 2.71 |
| Basic Materials | 8.26 | 2.45 |
| Communication Services | 5.45 | - |
| Consumer Defensive | 7.48 | - |
| Utilities | 1.71 | 3.41 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.08%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.05%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.13%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.76%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns16.12%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns17.28%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns7.08%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.57%