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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 | 7.95% | 10.21% |
| 6 Month | -13.91% | -14.75% |
| 1 Year | 3.69% | 11.2% |
| 3 Year | 8.22% | 22.48% |
| 5 Year | 23.02% | 30.62% |
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 | -4.96% | -9.92% |
| 1 Year | -10.93% | -9.86% |
| 3 Year | 11.66% | 23.23% |
| 5 Year | 12.72% | 23.63% |
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 | 0.06% | 0.899% |
| Beta | 1% | 0.963% |
| Alpha | -8.24% | 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 | 2.77 | 4.04 |
| Large Cap | 48.74 | 35.63 |
| Mid Cap | 35.77 | 39.29 |
| Small Cap | 12.72 | 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 | 1.58 | 2.08 |
| Energy | 4.63 | - |
| Industrials | 13.77 | 29.6 |
| Technology | 6.94 | 10.92 |
| Consumer Cyclical | 22.59 | 26.27 |
| Healthcare | 7.69 | 1.96 |
| Financial Services | 23.27 | 14.33 |
| Basic Materials | 9.36 | 3.12 |
| Utilities | 2.79 | - |
| Consumer Defensive | 2.11 | - |
| Real Estate | 1.97 | 5.68 |
| Communication Services | 3.32 | 6.04 |
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