Aditya Birla Sun Life Equity Advantage Fund vs HDFC Large and Mid Cap Fund compare

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HDFC Large and Mid Cap Fund - Growth Option

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23140 Cr	₹5737 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

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	3.55%	3.76%
6 Month	-1.4%	-2.9%
1 Year	4.03%	3.12%
3 Year	25%	18.45%
5 Year	28.89%	20.75%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	8.84%	9.39%
1 Year	7.29%	7.09%
3 Year	20.23%	15.31%
5 Year	21.82%	13.83%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	13.8%	15.48%
3 Year	11.12%	14.6%
5 Year	11.46%	15.24%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation	14.902%	14.23%
Sharp	0.746%	0.68%
Beta	1.012%	0.98%
Alpha	4.586%	-3.68%

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Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage 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 Equity Advantage Fund - Regular Growth

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	1.86	2.09
Large Cap	46.7	51.18
Small Cap	15.1	10.58
Mid Cap	36.35	36.19

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	1.03	2.09
Communication Services	2.8	-
Basic Materials	5.38	-
Energy	3.19	-
Technology	11.17	-
Consumer Cyclical	13.16	-
Healthcare	12.81	-
Industrials	11.76	-
Financial Services	30.96	-
Consumer Defensive	2.49	-
Utilities	3.91	-
Real Estate	1.35	-
Petroleum Products	-	5.35
Electrical Equipment	-	1.71
IT - Software	-	4.32
Retailing	-	4.74
Construction	-	3.51
Finance	-	10.18
Pharmaceuticals & Biotechnology	-	3.15
Non - Ferrous Metals	-	1.58
Banks	-	15.19
Chemicals & Petrochemicals	-	1.34
Healthcare Services	-	1.57
Aerospace & Defense	-	3.15
Auto Components	-	6.07
Leisure Services	-	3.77
Power	-	2.16
Automobiles	-	2.36
Transport Services	-	2.94
Insurance	-	2.08
Industrial Products	-	3.7
Textiles & Apparels	-	3.14
Beverages	-	2.84
Diversified Metals	-	0.9
Realty	-	1.82
Consumer Durables	-	2.9
Telecom - Services	-	2.09
Ferrous Metals	-	1.91
Cement & Cement Products	-	2.74
Transport Infrastructure	-	0.74