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) | ₹5736 Cr | ₹12428 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 | -2.59% | -3.24% |
6 Month | 12.46% | 17.76% |
1 Year | -0.43% | 6.79% |
3 Year | 12.96% | 26.6% |
5 Year | 17.96% | 28.31% |
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 | 3.23% | 5.87% |
1 Year | 3.9% | 6.81% |
3 Year | 12.63% | 24.5% |
5 Year | 11.93% | 23.9% |
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 | 15.29% | 26.99% |
3 Year | 14.77% | 25.97% |
5 Year | 15.32% | 27.36% |
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% | 18.17% |
Sharp | 0.64% | 1.14% |
Beta | 0.99% | 1.07% |
Alpha | -4.33% | 10.72% |
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 | 8.17 | 10.64 |
Large Cap | 45.19 | 28.3 |
Mid Cap | 35.48 | 38.37 |
Small Cap | 11.16 | 22.7 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.27 | 0.84 |
Energy | 3.38 | - |
Industrials | 10.14 | 35.32 |
Technology | 5.2 | 11.68 |
Consumer Cyclical | 20.67 | 21.73 |
Financial Services | 26.94 | 18.4 |
Healthcare | 6.62 | 2.96 |
Basic Materials | 13.29 | 2.05 |
Utilities | 2.4 | 3.57 |
Consumer Defensive | 3.51 | - |
Real Estate | 2.23 | 3.46 |
Communication Services | 3.34 | 0 |
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