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Aditya Birla Sun Life Equity Advantage Fund vs Motilal Oswal Large and Midcap Fund compare
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5737 Cr | ₹10840 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Feb 1995 | 17 Oct 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | 62% | 70% |
| Expense Ratio | 1.92 | 1.73 |
| Manager | Atul Penkar | Rakesh Shetty |
| ISIN Code | INF209K01165 | INF247L01965 |
| Exits Load | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 4.08% | 2.9% |
| 6 Month | 3.91% | -2% |
| 1 Year | 3.78% | 15.27% |
| 3 Year | 19.13% | 33.79% |
| 5 Year | 20.46% | 29.9% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 11.72% | 16.33% |
| 1 Year | 12.36% | 19.8% |
| 3 Year | 17.27% | 30.51% |
| 5 Year | 14.94% | 27.3% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 15.48% | 28.46% |
| 3 Year | 14.6% | 25.72% |
| 5 Year | 15.24% | 26.25% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.91% | 19.22% |
| Sharp | 0.65% | 1.18% |
| Beta | 0.99% | 1.08% |
| Alpha | -4.72% | 10.94% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Atul Penkar | Rakesh Shetty |
| Total AUM | ₹21393 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.09 | 4.04 |
| Large Cap | 51.18 | 35.63 |
| Mid Cap | 36.19 | 39.29 |
| Small Cap | 10.58 | 21.04 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 2.09 | 2.08 |
| Petroleum Products | 5.35 | - |
| Electrical Equipment | 1.71 | - |
| IT - Software | 4.32 | - |
| Retailing | 4.74 | - |
| Construction | 3.51 | - |
| Finance | 10.18 | - |
| Pharmaceuticals & Biotechnology | 3.15 | - |
| Non - Ferrous Metals | 1.58 | - |
| Banks | 15.19 | - |
| Chemicals & Petrochemicals | 1.34 | - |
| Healthcare Services | 1.57 | - |
| Aerospace & Defense | 3.15 | - |
| Auto Components | 6.07 | - |
| Leisure Services | 3.77 | - |
| Power | 2.16 | - |
| Automobiles | 2.36 | - |
| Transport Services | 2.94 | - |
| Insurance | 2.08 | - |
| Industrial Products | 3.7 | - |
| Textiles & Apparels | 3.14 | - |
| Beverages | 2.84 | - |
| Diversified Metals | 0.9 | - |
| Realty | 1.82 | - |
| Consumer Durables | 2.9 | - |
| Telecom - Services | 2.09 | - |
| Ferrous Metals | 1.91 | - |
| Cement & Cement Products | 2.74 | - |
| Transport Infrastructure | 0.74 | - |
| Consumer Cyclical | - | 26.27 |
| Healthcare | - | 1.96 |
| Financial Services | - | 14.33 |
| Industrials | - | 29.6 |
| Basic Materials | - | 3.12 |
| Technology | - | 10.92 |
| Real Estate | - | 5.68 |
| Communication Services | - | 6.04 |
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