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Compare Aditya Birla Sun Life Equity Advantage Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.89 | 1.72 |
NAV | ₹894.87 | ₹33.20 |
Fund Started | 02 Apr 2001 | 27 Sep 2019 |
Fund Size | ₹5737.10 Cr | ₹10840.40 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.89
1.72
NAV
₹894.87
₹33.20
Fund Started
02 Apr 2001
27 Sep 2019
Fund Size
₹5737.10 Cr
₹10840.40 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 1.84% | 12.56% |
3 Year | 19.58% | 34.55% |
5 Year | 20.20% | 29.56% |
1 Year
1.84%
12.56%
3 Year
19.58%
34.55%
5 Year
20.20%
29.56%
Holding Analysis
Equity | 98.46% | 98.63% |
Cash | 1.54% | 1.38% |
Equity
98.46%
98.63%
Cash
1.54%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.90% |
Reliance Industries Ltd. | 2.97% |
JK Cement Ltd. | 2.82% |
HDFC Bank Ltd. | 2.75% |
Infosys Ltd. | 2.44% |
APL Apollo Tubes Ltd. | 2.42% |
Hindustan Petroleum Corporation Ltd. | 2.37% |
Max Financial Services Ltd. | 2.29% |
Axis Bank Ltd. | 2.29% |
AU Small Finance Bank Ltd. | 2.09% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Fund Manager
Name | Dhaval Joshi | Ajay Khandelwal |
Start Date | 21 Nov 2022 | 16 Dec 2021 |
Name
Dhaval Joshi
Ajay Khandelwal
Start Date
21 Nov 2022
16 Dec 2021
About Fund
Description | The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 02 Apr 2001 | 27 Sep 2019 |
Description
The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
02 Apr 2001
27 Sep 2019