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

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

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 7.21% 7.21%
6 Month -14.5% -12.8%
1 Year 3.51% 5.18%
3 Year 7.98% 12.25%
5 Year 22.86% 25.32%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -4.96% -5.62%
1 Year -10.93% -9.22%
3 Year 11.66% 14.35%
5 Year 12.72% 16.63%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 13.91% 14.877%
Sharp 0.06% 0.357%
Beta 1% 0.998%
Alpha -8.24% -1.131%

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Fund Managers

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
Funds Managed 3 7
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.77 3.47
Large Cap 48.74 52.13
Mid Cap 35.77 35.95
Small Cap 12.72 8.46

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.58 3.47
Energy 4.63 6.53
Industrials 13.77 12.24
Technology 6.94 7.5
Consumer Cyclical 22.59 16.44
Healthcare 7.69 9.93
Financial Services 23.27 23.3
Basic Materials 9.36 4.8
Utilities 2.79 2.39
Consumer Defensive 2.11 5.14
Real Estate 1.97 2.54
Communication Services 3.32 5.74

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