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Motilal Oswal Large and Midcap Fund vs BANDHAN Core Equity Fund compare

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tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹11799 Cr ₹14870 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 3.75% 0.22%
6 Month 10.15% 11.23%
1 Year 12.13% 11.24%
3 Year 23.72% 27.14%
5 Year 24.4% 26.25%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month 4.49% 2.3%
1 Year 19.72% 18.74%
3 Year 21.77% 24.18%
5 Year 21.59% 23.56%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 13.04% 24.75%
3 Year 12.44% 26.13%
5 Year 11.43% 28.07%

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 9.06 11.05
Large Cap 36.36 27.14
Small Cap 14.57 22.25
Mid Cap 40.01 39.56

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 4.61 0.67
Energy 3.64 -
Technology 9.95 14.57
Consumer Cyclical 8.12 21.89
Industrials 9.16 30.47
Financial Services 31.72 20.87
Healthcare 8.29 3
Real Estate 3.67 3.01
Basic Materials 6.58 2.59
Communication Services 5.72 -
Consumer Defensive 7.44 -
Utilities 1.11 2.93

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