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 Very High Very High
Asset Size (Cr) ₹6094 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 24 Feb 1995 05 Feb 2015 05 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 1.89 1.91 1.91
Manager Atul Penkar Yogesh Patil Yogesh Patil
ISIN Code INF209K01165 INF767K01NB5 INF767K01NB5
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 6.81% 6.25% 6.25%
6 Month 20.38% 27.74% 27.74%
1 Year 33.27% 47.5% 47.5%
3 Year 12.06% 19.44% 19.44%
5 Year 20.63% 22.96% 22.96%

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 14.89% 20.85% 20.85%
3 Year 29.41% 40.07% 40.07%
5 Year 58.13% 73.9% 73.9%

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 20.63% 22.45% 22.45%
3 Year 44.08% 56.29% 56.29%
5 Year 65.58% 85.03% 85.03%

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 0.55% 1.07% 1.07%
Beta 0.98% 0.94% 0.94%
Alpha -3.78% -0.48% -0.48%

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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

Large Cap 51.01 40.58 40.58
Mid Cap 36.23 36.85 36.85
Small Cap 11.87 17.2 17.2
Others 0.93 5.39 5.39

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

Financial 22 27.22 27.22
Energy 9.55 3.98 3.98
Technology 5.78 4.09 4.09
Communication 2.14 0.96 0.96
Materials 3.24 2.95 2.95
Construction 4.45 0.8 0.8
Consumer Discretionary 4.28 2.26 2.26
Automobile 9.56 10.06 10.06
Services 15.82 12.7 12.7
Healthcare 3.71 2.87 2.87
Capital Goods 9.01 18.23 18.23
Metals & Mining 3.64 1.18 1.18
Textiles 2.41 0.78 0.78
Others 0.93 1.83 1.83
Consumer Staples 1.39 3.81 3.81
Insurance 0.8 0.9 0.9
Chemicals 1.33 3.69 3.69
Diversified - 1.71 1.71

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