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 | 5.99% | 8% |
6 Month | -8.93% | -13.51% |
1 Year | 11.2% | 6.17% |
3 Year | 15.98% | 8.62% |
5 Year | 28.3% | 22.45% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | -2.81% | -4.96% |
1 Year | -3.96% | -10.93% |
3 Year | 15.87% | 11.66% |
5 Year | 19.22% | 12.72% |
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 | 0.69% | 0.06% |
Beta | 0.85% | 1% |
Alpha | 1.2% | -8.24% |
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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 | 6.69 | 2.77 |
Large Cap | 39.72 | 48.74 |
Small Cap | 18.23 | 12.72 |
Mid Cap | 35.36 | 35.77 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 5.57 | 1.58 |
Energy | 3.35 | 4.63 |
Technology | 8.74 | 6.94 |
Basic Materials | 11.76 | 9.36 |
Industrials | 10.81 | 13.77 |
Consumer Defensive | 7 | 2.11 |
Financial Services | 24.7 | 23.27 |
Healthcare | 9.85 | 7.69 |
Consumer Cyclical | 12.56 | 22.59 |
Communication Services | 3.27 | 3.32 |
Utilities | 2.4 | 2.79 |
Real Estate | - | 1.97 |
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