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

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HDFC Large and Mid Cap Fund - Growth Option

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
Asset Size (Cr)	₹23140 Cr	₹5483 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
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	1.66	1.9
Manager	Dhruv Muchhal	Atul Penkar
ISIN Code	INF179KA1RT1	INF209K01165
Exits Load	HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	-4.15%	-5.04%
6 Month	-11.98%	-13.55%
1 Year	4.25%	2.94%
3 Year	18.32%	7.22%
5 Year	20.77%	12.04%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-10.96%	-14.05%
3 Year	16.52%	8.68%
5 Year	21.19%	11.56%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	14.17%	15.78%
3 Year	10.86%	14.79%
5 Year	11.39%	15.2%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	14.351%	13.91%
Sharp	0.85%	0.12%
Beta	1.009%	1.01%
Alpha	4.332%	-8.44%

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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	1.31	1.16
Large Cap	49.45	45.34
Small Cap	12.2	16.62
Mid Cap	37.04	36.85

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	1.31	1.16
Telecom - Services	2.22	1.69
Petroleum Products	2.61	4.57
IT - Software	8.83	5.07
Auto Components	4.16	10.03
Construction	1.62	5.65
Pharmaceuticals & Biotechnology	9.22	3.62
IT - Services	0.07	-
Industrial Manufacturing	0.9	0.6
Cement & Cement Products	1.18	2.03
Finance	8.81	6.05
Healthcare Services	3.08	2.38
Banks	18.76	14.29
Retailing	2.21	5.36
Diversified FMCG	1.06	-
Non - Ferrous Metals	0.72	1.08
Realty	1.73	2.07
Agricultural, Commercial & Construction Vehicles	1.58	1.15
Chemicals & Petrochemicals	1.98	1.09
Leisure Services	1.76	3.8
Automobiles	3.3	1.18
Aerospace & Defense	2.31	2.41
Electrical Equipment	0.53	1.04
Ferrous Metals	1.1	1.45
Fertilizers & Agrochemicals	1.03	-
Telecom - Equipment & Accessories	0.17	-
Consumer Durables	2.53	3.99
Insurance	3.09	2.6
Personal Products	0.49	-
Transport Services	1.5	2.69
Industrial Products	1.45	2.33
Gas	1.35	3.01
Beverages	0.55	1.05
Entertainment	0.64	-
Agricultural Food & other Products	0.52	-
Oil	0.69	1.36
Capital Markets	0.99	-
Financial Technology (Fintech)	0.6	-
Power	2.68	1.18
Commercial Services & Supplies	0.39	-
Textiles & Apparels	0.23	3
Transport Infrastructure	0.05	0.99