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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 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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