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) | ₹9107 Cr | ₹5737 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 | 0.49% | 1.17% |
6 Month | 4.11% | 4.26% |
1 Year | 4.23% | 1.46% |
3 Year | 27.3% | 17.94% |
5 Year | 27.81% | 19.6% |
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 | 9.36% | 10.92% |
1 Year | 10.75% | 12.05% |
3 Year | 24.15% | 16.22% |
5 Year | 23.4% | 14.31% |
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 | 13.79% | 15.48% |
3 Year | 12.1% | 14.6% |
5 Year | 11.08% | 15.24% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.96% | 13.91% |
Sharp | 1.46% | 0.91% |
Beta | 0.95% | 0.99% |
Alpha | 7.51% | -4.47% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.84 | 6.89 |
Large Cap | 36.79 | 46.96 |
Mid Cap | 37.82 | 34.77 |
Small Cap | 18.55 | 11.38 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.7 | 2.71 |
Basic Materials | 7.67 | 12.46 |
Energy | 3.33 | 5.33 |
Financial Services | 29.63 | 27.28 |
Technology | 8.94 | 4.68 |
Healthcare | 7.63 | 4.54 |
Industrials | 10.64 | 11.64 |
Consumer Cyclical | 9.44 | 21.74 |
Communication Services | 5.06 | 3.31 |
Consumer Defensive | 5.64 | 2.58 |
Real Estate | 3.79 | 1.67 |
Utilities | 2.53 | 2.05 |
Top Comparisons
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.18%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.58%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns21.25%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns19.34%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.91%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.73%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns21.58%
Quant Multi Asset Allocation Fund-Growth
3Y Returns23.66%