Aditya Birla Sun Life Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Sundaram Large and Midcap 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	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5483 Cr	₹6470 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 1995	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 Large MidCap Index	NIFTY Large Midcap 250 TRI
Turn Over	62%	25%
Expense Ratio	1.9	1.85
Manager	Atul Penkar	Ashish Aggarwal
ISIN Code	INF209K01165	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-5.04%	-4.72%
6 Month	-13.55%	-11.87%
1 Year	2.94%	5.34%
3 Year	7.22%	12.29%
5 Year	12.04%	14.66%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-12.45%	-10.43%
3 Year	9.59%	12.68%
5 Year	12.37%	16.28%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	15.78%	11.53%
3 Year	14.79%	14.16%
5 Year	15.2%	12.49%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.91%	13.949%
Sharp	0.12%	0.508%
Beta	1.01%	0.972%
Alpha	-8.44%	-0.481%

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Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Atul Penkar	Ashish Aggarwal
Total AUM	₹21393 Cr	₹9635 Cr
Fund Manage	3	7
	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.16	5.24
Large Cap	45.34	48.56
Mid Cap	36.85	36.97
Small Cap	16.62	9.27

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.16	5.24
Petroleum Products	4.57	5.01
IT - Software	5.07	6.69
Construction	5.65	2.19
Finance	6.05	2.61
Banks	14.29	17.11
Pharmaceuticals & Biotechnology	3.62	6.44
Non - Ferrous Metals	1.08	1.35
Chemicals & Petrochemicals	1.09	-
Industrial Manufacturing	0.6	-
Healthcare Services	2.38	3.19
Aerospace & Defense	2.41	0.87
Auto Components	10.03	7.41
Leisure Services	3.8	2.31
Retailing	5.36	3.96
Consumer Durables	3.99	4.37
Transport Services	2.69	0.73
Electrical Equipment	1.04	3.51
Gas	3.01	-
Insurance	2.6	0.94
Industrial Products	2.33	3.29
Textiles & Apparels	3	-
Agricultural, Commercial & Construction Vehicles	1.15	-
Realty	2.07	2.38
Oil	1.36	-
Telecom - Services	1.69	3.28
Automobiles	1.18	1.67
Beverages	1.05	2.67
Power	1.18	2.69
Ferrous Metals	1.45	-
Cement & Cement Products	2.03	1.64
Transport Infrastructure	0.99	0.78
IT - Services	-	0.85
Diversified FMCG	-	1.87
Agricultural Food & other Products	-	0.84
Household Products	-	0.93
Financial Technology (Fintech)	-	0.12
Consumable Fuels	-	0.54
Fertilizers & Agrochemicals	-	1.14
Capital Markets	-	1.42