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) | ₹5872 Cr | ₹3976 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 1995 | 30 Jul 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 | 1.9 | 1.96 |
| Manager | Atul Penkar | V Srivatsa |
| ISIN Code | INF209K01165 | INF789F01869 |
| 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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.13% | 2% |
| 6 Month | 0.56% | 6.08% |
| 1 Year | 16.05% | 28.88% |
| 3 Year | 9.42% | 21.75% |
| 5 Year | 15.88% | 23.32% |
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.67% | 19.86% |
| 3 Year | 17.54% | 28.13% |
| 5 Year | 17.45% | 27.17% |
| 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 | 0.28% | 1.09% |
| Beta | 1.01% | 0.92% |
| Alpha | -8.04% | 3.45% |
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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 | 1.16 | 5.17 |
| Large Cap | 45.34 | 45.28 |
| Mid Cap | 36.85 | 37.38 |
| Small Cap | 16.62 | 12.2 |
| Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.16 | 5.17 |
| Petroleum Products | 4.57 | 1.73 |
| IT - Software | 5.07 | 9.63 |
| Construction | 5.65 | 1.73 |
| Finance | 6.05 | 4.84 |
| Banks | 14.29 | 20.76 |
| Pharmaceuticals & Biotechnology | 3.62 | 6.78 |
| Non - Ferrous Metals | 1.08 | - |
| Chemicals & Petrochemicals | 1.09 | 0.74 |
| Industrial Manufacturing | 0.6 | - |
| Healthcare Services | 2.38 | 1.43 |
| Aerospace & Defense | 2.41 | - |
| Auto Components | 10.03 | 1.74 |
| Leisure Services | 3.8 | 2.22 |
| Retailing | 5.36 | - |
| Consumer Durables | 3.99 | 1.34 |
| Transport Services | 2.69 | 2.93 |
| Electrical Equipment | 1.04 | - |
| Gas | 3.01 | 1.98 |
| Insurance | 2.6 | 5.66 |
| Industrial Products | 2.33 | 0.35 |
| Textiles & Apparels | 3 | 2.2 |
| Agricultural, Commercial & Construction Vehicles | 1.15 | - |
| Realty | 2.07 | 1.63 |
| Oil | 1.36 | - |
| Telecom - Services | 1.69 | 5.34 |
| Automobiles | 1.18 | 2.85 |
| Beverages | 1.05 | - |
| Power | 1.18 | 1.61 |
| Ferrous Metals | 1.45 | 1.22 |
| Cement & Cement Products | 2.03 | 2.96 |
| Transport Infrastructure | 0.99 | - |
| Diversified FMCG | - | 3.74 |
| Fertilizers & Agrochemicals | - | 1.4 |
| Diversified Metals | - | 2.53 |
| Capital Markets | - | 2.48 |
| Other Consumer Services | - | 0.83 |
| Personal Products | - | 0.68 |
| Entertainment | - | 0.89 |
| Paper, Forest & Jute Products | - | 0.64 |
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