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) | ₹9997 Cr | ₹5736 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 | -0.95% | -2.59% |
6 Month | 12.01% | 12.46% |
1 Year | 2.07% | -0.43% |
3 Year | 23.45% | 12.96% |
5 Year | 25.6% | 17.96% |
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 | 4.13% | 3.23% |
1 Year | 6.46% | 3.9% |
3 Year | 21.19% | 12.63% |
5 Year | 21.49% | 11.93% |
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 | 13.51% | 15.29% |
3 Year | 12.23% | 14.77% |
5 Year | 11.2% | 15.32% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.41% | 13.91% |
Sharp | 1.25% | 0.64% |
Beta | 0.95% | 0.99% |
Alpha | 7.90% | -4.33% |
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 | 8.16 | 8.17 |
Large Cap | 38.79 | 45.19 |
Small Cap | 13.63 | 11.16 |
Mid Cap | 39.42 | 35.48 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.26 | 2.27 |
Energy | 3.78 | 3.38 |
Technology | 10.04 | 5.2 |
Consumer Cyclical | 9.6 | 20.67 |
Industrials | 9.53 | 10.14 |
Financial Services | 29.98 | 26.94 |
Basic Materials | 7.25 | 13.29 |
Healthcare | 6.79 | 6.62 |
Real Estate | 3.67 | 2.23 |
Communication Services | 4.54 | 3.34 |
Consumer Defensive | 6.73 | 3.51 |
Utilities | 2.83 | 2.4 |
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