Aditya Birla Sun Life Equity Advantage Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25613 Cr ₹6094 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Feb 1993 24 Feb 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI BSE 250 Large MidCap Index
Turn Over 25% 62%
Expense Ratio 1.62 1.89
Manager Pradeep Kesavan Atul Penkar
ISIN Code INF200K01305 INF209K01165
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month 1.84% 6.81%
6 Month 18.02% 20.38%
1 Year 34.48% 33.27%
3 Year 20.51% 12.06%
5 Year 24.6% 20.63%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 15.66% 14.89%
3 Year 38.91% 29.41%
5 Year 82.14% 58.13%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 24.32% 20.63%
3 Year 62.63% 44.08%
5 Year 88.93% 65.58%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 11.75% 13.91%
Sharp 1.15% 0.55%
Beta 0.85% 0.98%
Alpha 0.61% -3.78%

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 SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name Pradeep Kesavan Atul Penkar
Total AUM ₹434274 Cr ₹21393 Cr
Fund Manage 43 3
SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Large Cap 43.12 51.01
Mid Cap 37.95 36.23
Others 4.58 0.93
Small Cap 14.36 11.87

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Financial 20.76 22
Energy 5.68 9.55
Consumer Discretionary 5.2 4.28
Others 2.46 0.93
Metals & Mining 7.38 3.64
Healthcare 10.26 3.71
Materials 7.45 3.24
Technology 8.51 5.78
Communication 2.48 2.14
Consumer Staples 5.38 1.39
Services 6.84 15.82
Automobile 9.22 9.56
Construction 1.36 4.45
Capital Goods 3.07 9.01
Insurance 1.27 0.8
Textiles 1.55 2.41
Chemicals 1.14 1.33

Top Comparisons

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

3Y Returns19.44%

VS

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

3Y Returns19.44%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns23.53%

VS

DSP Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

3Y Returns18.33%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns25.32%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns32.65%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now
Request call back
Add to Cart Successfully