Aditya Birla Sun Life Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare

HDFC Large and Mid Cap Fund - Growth Option

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Overview

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹21432 Cr	₹6094 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	18 Feb 1994	24 Feb 1995
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY LARGE MIDCAP 250 TRI	BSE 250 Large MidCap Index
Turn Over	9.01%	62%
Expense Ratio	1.68	1.89
Manager	Dhruv Muchhal	Atul Penkar
ISIN Code	INF179KA1RT1	INF209K01165
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	1.53%	4.4%
6 Month	20.52%	25.11%
1 Year	45.39%	32.28%
3 Year	26.17%	11.14%
5 Year	26.63%	20.51%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	-	-
1 Year	18.92%	14.89%
3 Year	50.79%	29.41%
5 Year	101.91%	58.13%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	27.86%	20.63%
3 Year	74.64%	44.08%
5 Year	110.02%	65.58%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	12.97%	13.91%
Sharp	1.37%	0.55%
Beta	0.96%	0.98%
Alpha	3.24%	-3.78%

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Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name	Dhruv Muchhal	Atul Penkar
Total AUM	₹520687 Cr	₹21393 Cr
Fund Manage	40	3
	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	3.49	0.93
Large Cap	49.85	51.01
Small Cap	12.27	11.87
Mid Cap	34.39	36.23

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	2.51	0.93
Automobiles	3.09	-
Telecom - Services	2.16	-
Petroleum Products	2.8	-
IT - Software	7.09	-
Auto Components	4.17	-
Construction	1.57	4.45
Pharmaceuticals & Biotechnology	8.21	-
IT - Services	0.08	-
Industrial Manufacturing	1	-
Cement & Cement Products	1.47	-
Finance	9.38	-
Healthcare Services	2.45	-
Banks	20.09	-
Diversified FMCG	0.81	-
Non - Ferrous Metals	0.48	-
Realty	2.19	-
Agricultural, Commercial & Construction Vehicles	0.85	-
Chemicals & Petrochemicals	2.06	-
Leisure Services	1.82	-
Aerospace & Defense	2.87	-
Ferrous Metals	1.34	-
Fertilizers & Agrochemicals	1	-
Telecom - Equipment & Accessories	0.21	-
Consumer Durables	2.77	-
Insurance	2.48	0.8
Electrical Equipment	0.66	-
Personal Products	0.52	-
Transport Services	1.33	-
Industrial Products	1.98	-
Gas	1.44	-
Beverages	0.6	-
Entertainment	0.75	-
Agricultural Food & other Products	0.6	-
Oil	0.77	-
Retailing	1.83	-
Capital Markets	0.75	-
Financial Technology (Fintech)	0.52	-
Power	2.55	-
Commercial Services & Supplies	0.46	-
Textiles & Apparels	0.23	-
Transport Infrastructure	0.06	-
Energy	-	9.55
Technology	-	5.78
Materials	-	3.24
Financial	-	22
Healthcare	-	3.71
Metals & Mining	-	3.64
Chemicals	-	1.33
Services	-	15.82
Capital Goods	-	9.01
Automobile	-	9.56
Consumer Staples	-	1.39
Consumer Discretionary	-	4.28
Communication	-	2.14
Textiles	-	2.41