Aditya Birla Sun Life Equity Advantage Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
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) | ₹28677 Cr | ₹5483 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 | 1.61 | 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 | 5.27% | 6.58% |
6 Month | -6.12% | -9.4% |
1 Year | 10.27% | 5.52% |
3 Year | 15.38% | 8.55% |
5 Year | 26.23% | 20.39% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | -0.01% | -0.7% |
1 Year | -2.09% | -7.51% |
3 Year | 15.99% | 12.15% |
5 Year | 18.9% | 12.61% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Year | 14.74% | 15.78% |
3 Year | 14.69% | 14.79% |
5 Year | 14.88% | 15.2% |
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 | 0.65% | 0.15% |
Beta | 0.84% | 1.03% |
Alpha | 0.73% | -7.22% |
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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 |
Funds Managed | 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 | 7.11 | 1.4 |
Large Cap | 40.15 | 50.87 |
Small Cap | 16.88 | 11.36 |
Mid Cap | 35.86 | 35.94 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 6.15 | 1.4 |
Energy | 3.33 | - |
Technology | 7.31 | - |
Basic Materials | 13.6 | - |
Industrials | 10 | - |
Consumer Defensive | 5.56 | - |
Financial Services | 26.38 | - |
Healthcare | 10.94 | - |
Consumer Cyclical | 11.6 | - |
Communication Services | 3 | - |
Utilities | 2.14 | - |
Petroleum Products | - | 4.54 |
Electrical Equipment | - | 1.57 |
IT - Software | - | 6.51 |
Retailing | - | 5.38 |
Construction | - | 4.3 |
Finance | - | 8.87 |
Pharmaceuticals & Biotechnology | - | 3.5 |
Non - Ferrous Metals | - | 1.76 |
Banks | - | 14.02 |
Chemicals & Petrochemicals | - | 1.22 |
Healthcare Services | - | 2.09 |
Aerospace & Defense | - | 2.53 |
Auto Components | - | 6.78 |
Leisure Services | - | 3.61 |
Consumer Durables | - | 3.53 |
Power | - | 1.78 |
Automobiles | - | 2.27 |
Transport Services | - | 2.85 |
Insurance | - | 1.74 |
Industrial Products | - | 3.72 |
Textiles & Apparels | - | 3.03 |
Beverages | - | 2.74 |
Diversified Metals | - | 0.77 |
Realty | - | 1.84 |
Telecom - Services | - | 1.93 |
Ferrous Metals | - | 2.01 |
Cement & Cement Products | - | 2.58 |
Transport Infrastructure | - | 0.7 |
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