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Aditya Birla Sun Life Equity Advantage Fund vs BANDHAN Core Equity Fund compare

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tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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