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) ₹6094 Cr ₹4934 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 24 Feb 1995 01 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 1.89 1.84
Manager Atul Penkar Rakesh Shetty
ISIN Code INF209K01165 INF247L01965
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./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 5.89% 6.9%
6 Month 26.02% 28.28%
1 Year 33.97% 57%
3 Year 11.63% 26.25%
5 Year 20.07% -

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 - -
1 Year 14.89% 21.41%
3 Year 29.41% 54.76%
5 Year 58.13% 95.39%

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 20.63% 29.12%
3 Year 44.08% 74.72%
5 Year 65.58% 106.51%

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% 13.45%
Sharp 0.55% 1.28%
Beta 0.98% 0.92%
Alpha -3.78% 2.85%

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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
Fund Manage 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 0.93 5.38
Large Cap 51.01 35.19
Mid Cap 36.23 35.54
Small Cap 11.87 23.88

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 0.93 1.5
Energy 9.55 -
Technology 5.78 2.34
Materials 3.24 -
Construction 4.45 9.44
Financial 22 15.47
Healthcare 3.71 8.96
Metals & Mining 3.64 1.86
Chemicals 1.33 2.09
Services 15.82 21.51
Capital Goods 9.01 21.39
Automobile 9.56 2.04
Consumer Staples 1.39 -
Consumer Discretionary 4.28 7.77
Communication 2.14 3.31
Insurance 0.8 -
Textiles 2.41 -
Diversified - 2.31

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