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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| 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 |
|---|---|---|
| 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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