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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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