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

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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LIC MF Large & Mid Cap Fund Regular-Growth

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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 Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5483 Cr	₹2916 Cr	₹2916 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	1.9	1.9
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

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	-5.04%	-6.43%	-6.43%
6 Month	-13.55%	-12.52%	-12.52%
1 Year	2.94%	9.91%	9.91%
3 Year	7.22%	13.28%	13.28%
5 Year	12.04%	15.2%	15.2%

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	-12.45%	-8.24%	-8.24%
3 Year	9.59%	14.95%	14.95%
5 Year	12.37%	17.11%	17.11%

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	15.78%	13.91%	13.91%
3 Year	14.79%	15.15%	15.15%
5 Year	15.2%	14.36%	14.36%

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%	14.185%	14.185%
Sharp	0.12%	0.569%	0.569%
Beta	1.01%	0.925%	0.925%
Alpha	-8.44%	0.874%	0.874%

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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

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

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