Aditya Birla Sun Life Equity Advantage Fund vs LIC MF 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 LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Very High
Asset Size (Cr) ₹5872 Cr ₹3083 Cr ₹3083 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 24 Feb 1995 25 Feb 2015 25 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 250 Large MidCap Index NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 62% % 46%
Expense Ratio 1.9 1.91 1.91
Manager Atul Penkar Yogesh Patil Yogesh Patil
ISIN Code INF209K01165 INF767K01NB5 INF767K01NB5
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 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month -4.99% -4.6% -4.6%
6 Month -5.99% -3.09% -3.09%
1 Year 9.09% 19.27% 19.27%
3 Year 6.87% 13.85% 13.85%
5 Year 14.01% 17.51% 17.51%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month - - -
1 Year 0.58% 8.73% 8.73%
3 Year 14.21% 20.8% 20.8%
5 Year 15.21% 20.51% 20.51%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 15.76% 13.43% 13.43%
3 Year 14.97% 15.11% 15.11%
5 Year 15.17% 14% 14%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 13.91% 12.59% 12.59%
Sharp 0.17% 0.79% 0.79%
Beta 1% 0.92% 0.92%
Alpha -8.17% -0.42% -0.42%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Atul Penkar Yogesh Patil Yogesh Patil
Total AUM ₹21393 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 3 7 7
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 1.16 2.55 2.55
Large Cap 45.34 40.75 40.75
Mid Cap 36.85 38.05 38.05
Small Cap 16.62 18.63 18.63

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 1.16 2.55 2.55
Petroleum Products 4.57 2.74 2.74
IT - Software 5.07 4.75 4.75
Construction 5.65 1.07 1.07
Finance 6.05 8.52 8.52
Banks 14.29 14.6 14.6
Pharmaceuticals & Biotechnology 3.62 2.92 2.92
Non - Ferrous Metals 1.08 1.07 1.07
Chemicals & Petrochemicals 1.09 1.43 1.43
Industrial Manufacturing 0.6 4.77 4.77
Healthcare Services 2.38 2.38 2.38
Aerospace & Defense 2.41 1.66 1.66
Auto Components 10.03 6.67 6.67
Leisure Services 3.8 3.41 3.41
Retailing 5.36 4.25 4.25
Consumer Durables 3.99 2.41 2.41
Transport Services 2.69 1.54 1.54
Electrical Equipment 1.04 4.2 4.2
Gas 3.01 0.68 0.68
Insurance 2.6 2.27 2.27
Industrial Products 2.33 9.42 9.42
Textiles & Apparels 3 1.2 1.2
Agricultural, Commercial & Construction Vehicles 1.15 - -
Realty 2.07 1.12 1.12
Oil 1.36 - -
Telecom - Services 1.69 1.52 1.52
Automobiles 1.18 2.35 2.35
Beverages 1.05 - -
Power 1.18 1.24 1.24
Ferrous Metals 1.45 - -
Cement & Cement Products 2.03 1.33 1.33
Transport Infrastructure 0.99 0.76 0.76
Diversified FMCG - 2.06 2.06
Fertilizers & Agrochemicals - 2.55 2.55
IT - Services - 0.43 0.43
Agricultural Food & other Products - 0.94 0.94
Diversified - 1.17 1.17

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