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) | ₹5872 Cr | ₹6871 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 | 1.79 |
| 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 | 3.13% | 3.06% |
| 6 Month | 0.56% | 3.75% |
| 1 Year | 16.05% | 21.53% |
| 3 Year | 9.42% | 15.56% |
| 5 Year | 15.88% | 18.23% |
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.67% | 16.61% |
| 3 Year | 17.54% | 22.06% |
| 5 Year | 17.45% | 21.9% |
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.76% | 11.17% |
| 3 Year | 14.97% | 14.16% |
| 5 Year | 15.17% | 12.32% |
| 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 | 0.28% | 0.93% |
| Beta | 1.01% | 0.94% |
| Alpha | -8.04% | -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 |
|---|---|---|
| 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 |
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