Aditya Birla Sun Life Equity Advantage Fund vs Motilal Oswal Large and Midcap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 8.98% | 9.38% |
6 Month | -0.6% | -4.8% |
1 Year | 8.67% | 15.16% |
3 Year | 15.87% | 29.1% |
5 Year | 21.68% | 30.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 0.76% | -3.25% |
1 Year | -6.49% | -9.93% |
3 Year | 11.65% | 21.25% |
5 Year | 11.88% | 22.07% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 0.34% | 0.899% |
Beta | 1.01% | 0.963% |
Alpha | -6.61% | 7.354% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 1.98 | 4.04 |
Large Cap | 51.76 | 35.63 |
Mid Cap | 34.92 | 39.29 |
Small Cap | 11.36 | 21.04 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 1.98 | 2.08 |
Petroleum Products | 5.02 | - |
Electrical Equipment | 1.64 | - |
IT - Software | 5.54 | - |
Retailing | 4.75 | - |
Construction | 4.74 | - |
Finance | 9.8 | - |
Pharmaceuticals & Biotechnology | 3.16 | - |
Non - Ferrous Metals | 1.75 | - |
Banks | 13.64 | - |
Chemicals & Petrochemicals | 1.27 | - |
Healthcare Services | 1.63 | - |
Aerospace & Defense | 3.02 | - |
Auto Components | 6.24 | - |
Leisure Services | 3.55 | - |
Power | 2.2 | - |
Automobiles | 2.21 | - |
Transport Services | 2.98 | - |
Insurance | 1.85 | - |
Industrial Products | 3.82 | - |
Textiles & Apparels | 3.09 | - |
Beverages | 2.78 | - |
Diversified Metals | 1.01 | - |
Realty | 1.81 | - |
Consumer Durables | 3.09 | - |
Telecom - Services | 1.97 | - |
Ferrous Metals | 1.98 | - |
Cement & Cement Products | 2.68 | - |
Transport Infrastructure | 0.82 | - |
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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