Motilal Oswal Large Cap Fund vs Aditya Birla Sun Life Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
14.14%
Aaj hum do bade funds ke beech ki comparison karenge, Motilal Oswal Large Cap Fund aur Aditya Birla Sun Life Large Cap Fund. Ye dono funds large cap category mein aate hain. Dekho, aapko pata chalega ki kis fund mein aapka paisa safal tarike se lagayega.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAditya Birla Sun Life Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Aditya Birla Sun Life |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 1009.42 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.90 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 12.61 |
| Sharpe Ratio | 0.46 | 0.61 |
| 1 Year Return (%) | -1.96% | 2.72% |
| 3 Year Return (%) | 12.12% | 14.14% |
| 5 Year Return (%) | 12.11% | 10.5% |
| Since Launch (%) | 14.83% | 14.49% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Mahesh Patil (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 29% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye, tumhe 3Y return, expense ratio, aur risk ki jagah dena hoga. Toh, main yeh kahunga ki Motilal Oswal Large Cap Fund ka 3Y return 12.12% hai, Aditya Birla Sun Life Large Cap Fund ka 14.14%, lekin expense ratio hai 0.82%, Aditya Birla Sun Life Large Cap Fund ka 0.52%. Isliye, Aditya Birla Sun Life Large Cap Fund better hai.
Why consider Motilal Oswal Large Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 12.12%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.46
Why consider Aditya Birla Sun Life Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.14%
- AUM: 1.90 Lac Cr
- Sharpe Ratio: 0.61
📈 SIP Suitability
Aap monthly SIP ke liye 10+ years ke liye kaun se fund ko chunenge? Dekho, Aditya Birla Sun Life Large Cap Fund ka 3Y return aur Motilal Oswal Large Cap Fund ka 3Y return ka comparison karein. Chaliye, Aditya Birla Sun Life Large Cap Fund ka consistency aur return stability jyada achha hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, expense ratio ki jagah dena hoga. Toh, Motilal Oswal Large Cap Fund ka riskometer Very High hai, Aditya Birla Sun Life Large Cap Fund ka bhi Very High hai, lekin volatility hai 12.29, Aditya Birla Sun Life Large Cap Fund ka 12.61, Sharpe ratio Motilal Oswal Large Cap Fund ka 0.46, Aditya Birla Sun Life Large Cap Fund ka 0.61, aur expense ratio hai Motilal Oswal Large Cap Fund ka 0.82%, Aditya Birla Sun Life Large Cap Fund ka 0.52%. Isliye, Aditya Birla Sun Life Large Cap Fund better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka comparison karein. Dekho, dono funds mein asset allocation Equity: 96.00% | T-Bills: 4.00% hai, lekin top holdings concentration mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) sabhi dono mein same hai. Isliye, dono funds mein top holdings concentration jyada diversified hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Aditya Birla Sun Life Large Cap Fund
₹1321695.07
@14.1% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Sach ye hai, 5Y return ka dekhein to Aditya Birla Sun Life Large Cap Fund ka 10.5% hai, lekin Motilal Oswal Large Cap Fund ka 12.11% hai. Isliye, Motilal Oswal Large Cap Fund long run mein better returns dete hai.
Q2: Is the higher risk fund worth it?
Haan, dono funds mein riskometer Very High hai, lekin volatility ka comparison karein to Aditya Birla Sun Life Large Cap Fund ka 12.61 hai, Motilal Oswal Large Cap Fund ka 12.29 hai. Sharpe ratio ka bhi comparison karein to Aditya Birla Sun Life Large Cap Fund ka 0.61 hai, Motilal Oswal Large Cap Fund ka 0.46 hai. Isliye, Aditya Birla Sun Life Large Cap Fund better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Aditya Birla Sun Life Large Cap Fund ka expense ratio 0.52% hai, Motilal Oswal Large Cap Fund ka 0.82%. Isliye, Aditya Birla Sun Life Large Cap Fund more cost-effective hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price