Aditya Birla Sun Life Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹6094 Cr | ₹6862 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 1995 | 10 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 | 1.89 | 1.8 |
Manager | Atul Penkar | Ashish Aggarwal |
ISIN Code | INF209K01165 | INF903J01DT1 |
Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.69% | 1.74% |
6 Month | 19.31% | 20.95% |
1 Year | 31.44% | 45.53% |
3 Year | 11.45% | 21.07% |
5 Year | 20.12% | 24.83% |
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.89% | 16.68% |
3 Year | 29.41% | 36.77% |
5 Year | 58.13% | 71.73% |
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 20.63% | 21.86% |
3 Year | 44.08% | 54.63% |
5 Year | 65.58% | 79.56% |
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.91% | 12.94% |
Sharp | 0.55% | 0.93% |
Beta | 0.98% | 0.94% |
Alpha | -3.78% | -2.61% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 51.01 | 52.7 |
Mid Cap | 36.23 | 36.68 |
Small Cap | 11.87 | 5.29 |
Others | 0.93 | 5.32 |
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Financial | 22 | 22.85 |
Energy | 9.55 | 7.42 |
Technology | 5.78 | 5.45 |
Communication | 2.14 | 2.87 |
Materials | 3.24 | 4.59 |
Construction | 4.45 | 5.06 |
Consumer Discretionary | 4.28 | 2.07 |
Automobile | 9.56 | 8.53 |
Services | 15.82 | 9.45 |
Healthcare | 3.71 | 8.7 |
Capital Goods | 9.01 | 11.07 |
Metals & Mining | 3.64 | 2.59 |
Textiles | 2.41 | 0.61 |
Others | 0.93 | 2.18 |
Consumer Staples | 1.39 | 5.6 |
Insurance | 0.8 | - |
Chemicals | 1.33 | 0.95 |
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