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

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular 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 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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