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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) | ₹26949 Cr | ₹5692 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 | 3.2% | 2.92% |
| 6 Month | 9.66% | 9.25% |
| 1 Year | 5.84% | 3.91% |
| 3 Year | 20.66% | 14.28% |
| 5 Year | 26.81% | 17.13% |
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 | 0.74% | 0.19% |
| 1 Year | 9.42% | 7.88% |
| 3 Year | 15.65% | 11.59% |
| 5 Year | 18.14% | 11% |
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 | 13.35% | 15.07% |
| 3 Year | 11.41% | 14.64% |
| 5 Year | 11.57% | 15.38% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.90% | 13.96% |
| Sharp | 0.96% | 0.56% |
| Beta | 1.01% | 1.00% |
| Alpha | 1.34% | -4.00% |
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 | 3.81 | 7.51 |
| Large Cap | 44.55 | 41.88 |
| Small Cap | 13.45 | 10.9 |
| Mid Cap | 38.19 | 39.7 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.73 | 2.48 |
| Communication Services | 3.14 | 3.25 |
| Energy | 3.18 | 2.49 |
| Technology | 9.66 | 5.67 |
| Consumer Cyclical | 14.45 | 21.07 |
| Healthcare | 12.85 | 7.71 |
| Basic Materials | 6.85 | 14.48 |
| Consumer Defensive | 2.74 | 3.92 |
| Industrials | 10.27 | 10.77 |
| Financial Services | 30.08 | 23.35 |
| Real Estate | 2.33 | 2.38 |
| Utilities | 3.73 | 2.42 |
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