Aditya Birla Sun Life Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

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

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 Very High
Asset Size (Cr) ₹6094 Cr ₹3382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 03 Mar 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 1.89 1.98
Manager Atul Penkar Cheenu Gupta
ISIN Code INF209K01165 INF336L01NY9
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month -8.06% -5.26%
6 Month 6.34% 16.5%
1 Year 22.97% 42.79%
3 Year 6.32% 17.5%
5 Year 15.43% 21.31%

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 14.74% 29.94%
3 Year 17.63% 28.45%
5 Year 17.53% 25.28%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 15.76% 20.37%
3 Year 14.97% 19.47%
5 Year 15.17% 21.86%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.91% 13.09%
Sharp 0.22% 1.13%
Beta 1.01% 0.93%
Alpha -8.15% 0.54%

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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 0.93 3.52
Large Cap 51.01 38.96
Mid Cap 36.23 33.97
Small Cap 11.87 23.55

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 0.93 2.06
Energy 9.55 5.57
Technology 5.78 5.96
Materials 3.24 -
Construction 4.45 11.81
Financial 22 14.06
Healthcare 3.71 5.11
Metals & Mining 3.64 0.66
Chemicals 1.33 0.05
Services 15.82 12.34
Capital Goods 9.01 31.27
Automobile 9.56 4.66
Consumer Staples 1.39 1.63
Consumer Discretionary 4.28 3.81
Communication 2.14 1.01
Insurance 0.8 -
Textiles 2.41 -

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