Aditya Birla Sun Life Equity Advantage Fund vs UTI Large & Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹5566 Cr | ₹2380 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹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 | S&P BSE 250 Large MidCap TRI | NIFTY LARGE MIDCAP 250 TRI |
| Turn Over | 62% | 32% |
| Expense Ratio | 1.91 | 2.09 |
| Manager | Atul Penkar | V Srivatsa |
| ISIN Code | INF209K01165 | INF789F01869 |
| Exits Load | 1% for redemption 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 | 10.27% | 10.43% |
| 6 Month | 17.16% | 23.13% |
| 1 Year | 37.52% | 50% |
| 3 Year | 14.08% | 23.65% |
| 5 Year | 17.23% | 22.65% |
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.89% | 20.28% |
| 3 Year | 29.41% | 48.68% |
| 5 Year | 58.13% | 94.84% |
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.63% | 26.93% |
| 3 Year | 44.08% | 69.55% |
| 5 Year | 65.58% | 104.13% |
| 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 | 0.55% | 1.22% |
| Beta | 0.98% | 0.89% |
| Alpha | -3.78% | 4.7% |
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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 |
|---|---|---|
| Large Cap | 51.01 | 43.78 |
| Mid Cap | 36.23 | 37.1 |
| Small Cap | 11.87 | 11.26 |
| Others | 0.93 | 7.84 |
| Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 22 | 29.93 |
| Energy | 9.55 | 10.22 |
| Technology | 5.78 | 7.38 |
| Communication | 2.14 | 4.01 |
| Materials | 3.24 | 1.68 |
| Construction | 4.45 | 4.35 |
| Consumer Discretionary | 4.28 | 1.33 |
| Automobile | 9.56 | 6.98 |
| Services | 15.82 | 4.51 |
| Healthcare | 3.71 | 8.69 |
| Capital Goods | 9.01 | - |
| Metals & Mining | 3.64 | 3.23 |
| Textiles | 2.41 | 1.94 |
| Others | 0.93 | 5.43 |
| Consumer Staples | 1.39 | 6.3 |
| Insurance | 0.8 | 1.16 |
| Chemicals | 1.33 | 2.84 |
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