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

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

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

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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) ₹28660 Cr ₹5872 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 25 May 2005 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 1.6 1.9
Manager Pradeep Kesavan Atul Penkar
ISIN Code INF200K01305 INF209K01165
Exits Load SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month -3.46% -4.99%
6 Month -3.6% -5.99%
1 Year 13.15% 9.09%
3 Year 14.73% 6.87%
5 Year 19.33% 14.01%

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 4.34% 0.58%
3 Year 18.21% 14.21%
5 Year 21.13% 15.21%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 14.63% 15.76%
3 Year 14.55% 14.97%
5 Year 14.82% 15.17%

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 0.78% 0.17%
Beta 0.88% 1%
Alpha 0.55% -8.17%

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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

Others 5.09 1.16
Large Cap 41.17 45.34
Small Cap 16.17 16.62
Mid Cap 37.57 36.85

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 5.09 1.16
Petroleum Products 3.53 4.57
IT - Software 8.62 5.07
Pharmaceuticals & Biotechnology 9.78 3.62
Industrial Manufacturing 1.8 0.6
Cement & Cement Products 5.32 2.03
Diversified FMCG 2.23 -
Non - Ferrous Metals 3.64 1.08
Banks 15.57 14.29
Auto Components 5.52 10.03
Ferrous Metals 2.43 1.45
Personal Products 2.9 -
Telecom - Services 3.28 1.69
Insurance 1.13 2.6
Capital Markets 2.87 -
Consumer Durables 4.67 3.99
Chemicals & Petrochemicals 1.1 1.09
Transport Services 0.93 2.69
Finance 3.31 6.05
Industrial Products 1.74 2.33
Construction 1.27 5.65
Agricultural, Commercial & Construction Vehicles 1.96 1.15
Gas 0.42 3.01
Retailing 1.04 5.36
Food Products 0.57 -
Automobiles 0.99 1.18
Healthcare Services 0.71 2.38
Beverages 1.04 1.05
Textiles & Apparels 1.87 3
Leisure Services 1.8 3.8
Power 2.87 1.18
Aerospace & Defense - 2.41
Electrical Equipment - 1.04
Realty - 2.07
Oil - 1.36
Transport Infrastructure - 0.99

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