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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 | 1.9 | 1.77 |
NAV | ₹854.85 | ₹31.91 |
Fund Started | 02 Apr 2001 | 27 Sep 2019 |
Fund Size | ₹5871.83 Cr | ₹6840.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.9
1.77
NAV
₹854.85
₹31.91
Fund Started
02 Apr 2001
27 Sep 2019
Fund Size
₹5871.83 Cr
₹6840.21 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 21.39% | 45.34% |
3 Year | 6.86% | 23.35% |
5 Year | 15.37% | 24.80% |
1 Year
21.39%
45.34%
3 Year
6.86%
23.35%
5 Year
15.37%
24.80%
Holding Analysis
Equity | 98.83% | 98.73% |
Cash | 1.17% | -0.11% |
Equity
98.83%
98.73%
Cash
1.17%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.28% |
Infosys Ltd. | 3.93% |
HDFC Bank Ltd. | 3.41% |
Reliance Industries Ltd. | 2.72% |
Fortis Healthcare Ltd. | 2.38% |
Larsen & Toubro Ltd. | 2.19% |
Voltas Ltd. | 2.08% |
JK Cement Ltd. | 2.03% |
State Bank of India | 1.99% |
Max Financial Services Ltd. | 1.91% |
Name | Assets |
|---|---|
Trent Ltd. | 6.25% |
Zomato Ltd. | 5.82% |
Kalyan Jewellers India Ltd. | 5.78% |
Samvardhana Motherson International Ltd. | 4.64% |
Suzlon Energy Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.97% |
Prestige Estates Projects Ltd. | 3.95% |
Mankind Pharma Ltd. | 3.93% |
Inox Wind Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.84% |
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
