Aditya Birla Sun Life Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5483 Cr | ₹3873 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Feb 1995 | 03 Apr 2019 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | 62% | 68% |
Expense Ratio | 1.9 | 1.91 |
Manager | Atul Penkar | Cheenu Gupta |
ISIN Code | INF209K01165 | INF336L01NY9 |
Exits Load | 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 | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | -5.04% | -8.5% |
6 Month | -13.55% | -15.11% |
1 Year | 2.94% | 7.68% |
3 Year | 7.22% | 14.4% |
5 Year | 12.04% | 16.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.45% | -14.41% |
3 Year | 9.59% | 15.27% |
5 Year | 12.37% | 17.75% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.78% | 21.03% |
3 Year | 14.79% | 19.46% |
5 Year | 15.2% | 21.66% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.91% | 15.618% |
Sharp | 0.12% | 0.613% |
Beta | 1.01% | 0.931% |
Alpha | -8.44% | 2.312% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Atul Penkar | Cheenu Gupta |
Total AUM | ₹21393 Cr | ₹0 Cr |
Fund Manage | 3 | 9 |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.16 | 5.47 |
Large Cap | 45.34 | 38.58 |
Mid Cap | 36.85 | 41.74 |
Small Cap | 16.62 | 14.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.16 | 5.47 |
Petroleum Products | 4.57 | 0.02 |
IT - Software | 5.07 | 7.87 |
Construction | 5.65 | 0.63 |
Finance | 6.05 | 1.01 |
Banks | 14.29 | 6.56 |
Pharmaceuticals & Biotechnology | 3.62 | 2.87 |
Non - Ferrous Metals | 1.08 | - |
Chemicals & Petrochemicals | 1.09 | - |
Industrial Manufacturing | 0.6 | 4.04 |
Healthcare Services | 2.38 | 2.16 |
Aerospace & Defense | 2.41 | 4.66 |
Auto Components | 10.03 | 0.02 |
Leisure Services | 3.8 | 0.92 |
Retailing | 5.36 | 10.79 |
Consumer Durables | 3.99 | 6.97 |
Transport Services | 2.69 | - |
Electrical Equipment | 1.04 | 17.12 |
Gas | 3.01 | - |
Insurance | 2.6 | - |
Industrial Products | 2.33 | 3.01 |
Textiles & Apparels | 3 | - |
Agricultural, Commercial & Construction Vehicles | 1.15 | - |
Realty | 2.07 | 3.9 |
Oil | 1.36 | - |
Telecom - Services | 1.69 | 0.37 |
Automobiles | 1.18 | 3.7 |
Beverages | 1.05 | 0.06 |
Power | 1.18 | 3.74 |
Ferrous Metals | 1.45 | - |
Cement & Cement Products | 2.03 | 0.65 |
Transport Infrastructure | 0.99 | - |
Capital Markets | - | 9.22 |
Paper, Forest & Jute Products | - | 0.77 |
Personal Products | - | 0.31 |
Financial Technology (Fintech) | - | 3.16 |
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