Aditya Birla Sun Life Equity Advantage Fund vs BANDHAN Core Equity Fund compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹11799 Cr | ₹5836 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2005 | 24 Feb 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
| Turn Over | 71% | 62% |
| Expense Ratio | 1.78 | 1.92 |
| Manager | Manish Gunwani | Atul Penkar |
| ISIN Code | INF194K01524 | INF209K01165 |
| Exits Load | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.29% | -0.93% |
| 6 Month | 5.1% | 1.5% |
| 1 Year | 3.79% | -0.49% |
| 3 Year | 22.39% | 13.82% |
| 5 Year | 22.3% | 13.74% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.5% | 0.91% |
| 1 Year | 17.3% | 12.19% |
| 3 Year | 19.95% | 12.02% |
| 5 Year | 20.53% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.95% | 14.67% |
| 3 Year | 12.48% | 14.45% |
| 5 Year | 11.5% | 14.74% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.31% | 13.97% |
| Sharp | 1.15% | 0.54% |
| Beta | 0.95% | 1.00% |
| Alpha | 4.33% | -3.97% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Atul Penkar |
| Total AUM | ₹8731 Cr | ₹21393 Cr |
| Funds Managed | 4 | 3 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.06 | 7.43 |
| Large Cap | 36.36 | 41.54 |
| Small Cap | 14.57 | 11.38 |
| Mid Cap | 40.01 | 39.65 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.61 | 2.65 |
| Energy | 3.64 | 1.92 |
| Technology | 9.95 | 5.77 |
| Consumer Cyclical | 8.12 | 20.7 |
| Industrials | 9.16 | 11.26 |
| Financial Services | 31.72 | 24.63 |
| Healthcare | 8.29 | 8.01 |
| Real Estate | 3.67 | 2.57 |
| Basic Materials | 6.58 | 14.22 |
| Communication Services | 5.72 | 2.69 |
| Consumer Defensive | 7.44 | 3.98 |
| Utilities | 1.11 | 1.59 |
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