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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) | ₹28892 Cr | ₹5836 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 | -1.86% | -1.19% |
| 6 Month | 2.31% | 1.17% |
| 1 Year | 2.6% | 0.33% |
| 3 Year | 19.15% | 14.05% |
| 5 Year | 21.71% | 12.99% |
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 | 1.12% | 0.91% |
| 1 Year | 13.75% | 12.19% |
| 3 Year | 15.75% | 12.02% |
| 5 Year | 17.91% | 11.16% |
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 | 13.17% | 14.64% |
| 3 Year | 13.15% | 14.44% |
| 5 Year | 12.33% | 14.71% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.88% | 13.91% |
| Sharp | 0.89% | 0.6% |
| Beta | 1.01% | 1% |
| Alpha | 0.81% | -3.92% |
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 | 5.09 | 7.59 |
| Large Cap | 44.28 | 41.87 |
| Small Cap | 11.85 | 10.94 |
| Mid Cap | 38.78 | 39.59 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.02 | 2.19 |
| Communication Services | 3.22 | 2.53 |
| Energy | 3.16 | 1.76 |
| Technology | 10.31 | 7.17 |
| Consumer Cyclical | 13.6 | 20.97 |
| Healthcare | 12.4 | 8.06 |
| Basic Materials | 6.59 | 14.21 |
| Consumer Defensive | 2.91 | 3.45 |
| Industrials | 9.8 | 11.8 |
| Financial Services | 31.25 | 23.57 |
| Real Estate | 2.34 | 2.48 |
| Utilities | 3.4 | 1.81 |
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