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Aditya Birla Sun Life Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5483 Cr | ₹3873 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 1995 | 03 Apr 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | 62% | 68% |
| Expense Ratio | 1.9 | 1.91 |
| Manager | Atul Penkar | Cheenu Gupta |
| ISIN Code | INF209K01165 | INF336L01NY9 |
| Exits Load | 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 | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.76% | 3.7% |
| 6 Month | -2.9% | -10.66% |
| 1 Year | 3.12% | 1.36% |
| 3 Year | 18.45% | 23.79% |
| 5 Year | 20.75% | 24.46% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.39% | 8.57% |
| 1 Year | 7.09% | 1.56% |
| 3 Year | 15.31% | 19.42% |
| 5 Year | 13.83% | 18.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.48% | 19.55% |
| 3 Year | 14.6% | 19.09% |
| 5 Year | 15.24% | 21.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.91% | 16.811% |
| Sharp | 0.65% | 0.444% |
| Beta | 0.99% | 0.981% |
| Alpha | -4.72% | 1.122% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Atul Penkar | Cheenu Gupta |
| Total AUM | ₹21393 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.09 | 1.85 |
| Large Cap | 51.18 | 44.97 |
| Mid Cap | 36.19 | 40.28 |
| Small Cap | 10.58 | 12.89 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.09 | 1.85 |
| 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 | - |
| Energy | - | 0.02 |
| Industrials | - | 25.68 |
| Technology | - | 16.65 |
| Financial Services | - | 22.6 |
| Consumer Cyclical | - | 16.84 |
| Healthcare | - | 7.54 |
| Basic Materials | - | 1.65 |
| Utilities | - | 3.11 |
| Consumer Defensive | - | 0.41 |
| Real Estate | - | 2.12 |
| Communication Services | - | 1.52 |
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