Aditya Birla Sun Life Equity Advantage Fund vs UTI Large & Mid Cap Fund compare

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6094 Cr	₹3441 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	24 Feb 1995	01 Aug 2005
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%	32%
Expense Ratio	1.89	2.01
Manager	Atul Penkar	V Srivatsa
ISIN Code	INF209K01165	INF789F01869
Exits Load	Exit load of 1%, if redeemed within 90 days./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-7.75%	-6.23%
6 Month	3.42%	10.11%
1 Year	21.06%	35.24%
3 Year	6.68%	18.65%
5 Year	15.17%	22.94%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.74%	28.07%
3 Year	17.63%	29.28%
5 Year	17.53%	27.75%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.76%	9.13%
3 Year	14.97%	8.77%
5 Year	15.17%	10.7%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.91%	12.33%
Sharp	0.22%	0.99%
Beta	1.01%	0.93%
Alpha	-8.15%	3.01%

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Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Atul Penkar	V Srivatsa
Total AUM	₹21393 Cr	₹7921 Cr
Fund Manage	3	3
	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	0.93	1.84
Large Cap	51.01	44.52
Mid Cap	36.23	36.43
Small Cap	11.87	11.62

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	0.93	0.11
Energy	9.55	-
Technology	5.78	-
Materials	3.24	-
Construction	4.45	2.05
Financial	22	-
Healthcare	3.71	-
Metals & Mining	3.64	-
Chemicals	1.33	-
Services	15.82	-
Capital Goods	9.01	-
Automobile	9.56	-
Consumer Staples	1.39	-
Consumer Discretionary	4.28	-
Communication	2.14	-
Insurance	0.8	4.7
Textiles	2.41	-
Automobiles	-	3.96
Telecom - Services	-	4.43
Petroleum Products	-	2.77
IT - Software	-	9.17
Cement & Cement Products	-	1.97
Pharmaceuticals & Biotechnology	-	7.43
Transport Services	-	2.93
Non - Ferrous Metals	-	0.85
Banks	-	22.13
Healthcare Services	-	1.17
Gas	-	2.61
Diversified FMCG	-	3.51
Fertilizers & Agrochemicals	-	1.65
Diversified Metals	-	1.27
Realty	-	1.61
Ferrous Metals	-	1.14
Oil	-	1.32
Capital Markets	-	1.54
Consumer Durables	-	1.24
Textiles & Apparels	-	2.29
Other Consumer Services	-	0.52
Auto Components	-	1.66
Chemicals & Petrochemicals	-	0.8
Personal Products	-	1.58
Finance	-	3.75
Power	-	1.21
Paper, Forest & Jute Products	-	0.91
Leisure Services	-	2.13