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Aditya Birla Sun Life Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹26158 Cr | ₹5636 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 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 | 9.01% | 62% |
| Expense Ratio | 1.66 | 1.92 |
| Manager | Dhruv Muchhal | Atul Penkar |
| ISIN Code | INF179KA1RT1 | INF209K01165 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.81% | 3.27% |
| 6 Month | 16.58% | 15.82% |
| 1 Year | -2.32% | -3.58% |
| 3 Year | 19.37% | 12.76% |
| 5 Year | 25.64% | 17.76% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.07% | 3.85% |
| 1 Year | 12.32% | 11.05% |
| 3 Year | 18.23% | 13.88% |
| 5 Year | 19.9% | 12.4% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.53% | 15.29% |
| 3 Year | 11.24% | 14.77% |
| 5 Year | 11.53% | 15.32% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.05% | 13.91% |
| Sharp | 0.85% | 0.52% |
| Beta | 1.03% | 0.99% |
| Alpha | 4.53% | -3.7% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Atul Penkar |
| Total AUM | ₹520687 Cr | ₹21393 Cr |
| Funds Managed | 40 | 3 |
| HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.57 | 8.17 |
| Large Cap | 44.13 | 45.19 |
| Small Cap | 14.19 | 11.16 |
| Mid Cap | 38.11 | 35.48 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.65 | 2.27 |
| Communication Services | 3.21 | 3.34 |
| Energy | 3.12 | 3.38 |
| Technology | 9.6 | 5.2 |
| Consumer Cyclical | 13.7 | 20.67 |
| Healthcare | 12.95 | 6.62 |
| Industrials | 10.83 | 10.14 |
| Basic Materials | 6.59 | 13.29 |
| Consumer Defensive | 2.6 | 3.51 |
| Financial Services | 30.65 | 26.94 |
| Real Estate | 2.4 | 2.23 |
| Utilities | 3.7 | 2.4 |
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