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) ₹5872 Cr ₹6840 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 1.77
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 2.96% 10.72%
6 Month 0.16% 18.73%
1 Year 18.76% 47.61%
3 Year 10.73% 28.1%
5 Year 15.69% 26.88%

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 10.67% 46.9%
3 Year 17.54% 40.39%
5 Year 17.45% 33.72%

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 15.76% 29.62%
3 Year 14.97% 25.95%
5 Year 15.17% 25.77%

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 0.28% 1.28%
Beta 1.01% 0.92%
Alpha -8.04% 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 1.16 5.38
Large Cap 45.34 35.19
Mid Cap 36.85 35.54
Small Cap 16.62 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 1.16 1.5
Petroleum Products 4.57 -
IT - Software 5.07 -
Construction 5.65 9.44
Finance 6.05 -
Banks 14.29 -
Pharmaceuticals & Biotechnology 3.62 -
Non - Ferrous Metals 1.08 -
Chemicals & Petrochemicals 1.09 -
Industrial Manufacturing 0.6 -
Healthcare Services 2.38 -
Aerospace & Defense 2.41 -
Auto Components 10.03 -
Leisure Services 3.8 -
Retailing 5.36 -
Consumer Durables 3.99 -
Transport Services 2.69 -
Electrical Equipment 1.04 -
Gas 3.01 -
Insurance 2.6 -
Industrial Products 2.33 -
Textiles & Apparels 3 -
Agricultural, Commercial & Construction Vehicles 1.15 -
Realty 2.07 -
Oil 1.36 -
Telecom - Services 1.69 -
Automobiles 1.18 -
Beverages 1.05 -
Power 1.18 -
Ferrous Metals 1.45 -
Cement & Cement Products 2.03 -
Transport Infrastructure 0.99 -
Capital Goods - 21.39
Healthcare - 8.96
Financial - 15.47
Chemicals - 2.09
Services - 21.51
Metals & Mining - 1.86
Consumer Discretionary - 7.77
Diversified - 2.31
Communication - 3.31
Technology - 2.34
Automobile - 2.04

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