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) | ₹10818 Cr | ₹5636 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 | - | -0.37% |
6 Month | 13.78% | 13.6% |
1 Year | -0.2% | -2.92% |
3 Year | 24.68% | 14.69% |
5 Year | 25.04% | 16.23% |
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 | 3.15% | 1.61% |
1 Year | 15.02% | 11.47% |
3 Year | 21.08% | 13.1% |
5 Year | 21.27% | 11.88% |
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 | 13.21% | 15.07% |
3 Year | 12.32% | 14.64% |
5 Year | 11.26% | 15.38% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.37% | 13.91% |
Sharp | 1.19% | 0.6% |
Beta | 0.98% | 1% |
Alpha | 7.29% | -3.85% |
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 | 11.37 | 8.66 |
Large Cap | 35.72 | 42.75 |
Small Cap | 13.92 | 10.45 |
Mid Cap | 38.99 | 38.14 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 7.95 | 3.2 |
Energy | 3.63 | 2.76 |
Technology | 10.22 | 5.99 |
Consumer Cyclical | 10.3 | 20.94 |
Industrials | 9.23 | 10.9 |
Financial Services | 26.86 | 22.9 |
Healthcare | 7.08 | 6.46 |
Real Estate | 3.34 | 2.65 |
Basic Materials | 7.48 | 14.52 |
Communication Services | 4.78 | 3.34 |
Consumer Defensive | 7.13 | 3.92 |
Utilities | 2.01 | 2.42 |
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