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

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon 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 Very High
Asset Size (Cr) ₹23485 Cr ₹5872 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

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month -4.35% -4.99%
6 Month -5.41% -5.99%
1 Year 11.52% 9.09%
3 Year 18.52% 6.87%
5 Year 21.44% 14.01%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 1.46% 0.58%
3 Year 21.77% 14.21%
5 Year 24.45% 15.21%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 14.01% 15.76%
3 Year 10.73% 14.97%
5 Year 11.31% 15.17%

Risk Management

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% 0.17%
Beta 0.96% 1%
Alpha 3.24% -8.17%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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