Aditya Birla Sun Life Equity Advantage Fund vs Motilal Oswal Large and Midcap Fund compare

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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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	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5483 Cr	₹8447 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	1.9	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

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	1.93%	2.09%
6 Month	-4.94%	-8.67%
1 Year	3.14%	9.99%
3 Year	10.67%	24.04%
5 Year	19.77%	27.89%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	0.5%	-2.37%
1 Year	-7.11%	-6.47%
3 Year	12.49%	23.62%
5 Year	12.71%	23.58%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	15.78%	31.85%
3 Year	14.79%	25.93%
5 Year	15.2%	25.61%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	13.91%	16.577%
Sharp	0.15%	0.899%
Beta	1.03%	0.963%
Alpha	-7.22%	7.354%

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Scheme Name	Aditya Birla Sun Life Equity Advantage 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 Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	1.4	4.04
Large Cap	50.87	35.63
Mid Cap	35.94	39.29
Small Cap	11.36	21.04

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	1.4	2.08
Petroleum Products	4.54	-
Electrical Equipment	1.57	-
IT - Software	6.51	-
Retailing	5.38	-
Construction	4.3	-
Finance	8.87	-
Pharmaceuticals & Biotechnology	3.5	-
Non - Ferrous Metals	1.76	-
Banks	14.02	-
Chemicals & Petrochemicals	1.22	-
Healthcare Services	2.09	-
Aerospace & Defense	2.53	-
Auto Components	6.78	-
Leisure Services	3.61	-
Consumer Durables	3.53	-
Power	1.78	-
Automobiles	2.27	-
Transport Services	2.85	-
Insurance	1.74	-
Industrial Products	3.72	-
Textiles & Apparels	3.03	-
Beverages	2.74	-
Diversified Metals	0.77	-
Realty	1.84	-
Telecom - Services	1.93	-
Ferrous Metals	2.01	-
Cement & Cement Products	2.58	-
Transport Infrastructure	0.7	-
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