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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 | 1.91 | 1.71 |
NAV | ₹891.03 | ₹32.72 |
Fund Started | 02 Apr 2001 | 27 Sep 2019 |
Fund Size | ₹5735.58 Cr | ₹12427.89 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
1.91
1.71
NAV
₹891.03
₹32.72
Fund Started
02 Apr 2001
27 Sep 2019
Fund Size
₹5735.58 Cr
₹12427.89 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -4.12% | 2.31% |
3 Year | 13.47% | 26.22% |
5 Year | 16.95% | 26.90% |
1 Year
-4.12%
2.31%
3 Year
13.47%
26.22%
5 Year
16.95%
26.90%
Holding Analysis
Equity | 98.60% | 99.19% |
Cash | 1.40% | 0.81% |
Equity
98.60%
99.19%
Cash
1.40%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.02% |
JK Cement Ltd. | 3.41% |
State Bank of India | 2.86% |
HDFC Bank Ltd. | 2.85% |
Infosys Ltd. | 2.61% |
AU Small Finance Bank Ltd. | 2.49% |
Reliance Industries Ltd. | 2.39% |
Max Financial Services Ltd. | 2.29% |
APL Apollo Tubes Ltd. | 2.14% |
Bharti Airtel Ltd. | 2.05% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
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
