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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -1.15% 2.89%
6 Month 18.01% 27.79%
1 Year 32.93% 51.36%
3 Year 8.92% 22.25%
5 Year 18.75% 23.86%

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 14.89% 21.63%
3 Year 29.41% 46.22%
5 Year 58.13% 83.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 20.63% 24.26%
3 Year 44.08% 61.89%
5 Year 65.58% 94.33%

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 0.43% 1.13%
Beta 1% 0.93%
Alpha -7.35% 0.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns27.45%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns18.38%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns20.45%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns18.06%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns18.15%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns21.07%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns27.11%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns15.68%

Compare Now
Request call back
Add to Cart Successfully