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Aditya Birla Sun Life Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5867 Cr | ₹4613 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 | 1.92 | 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 Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.57% | -1.04% |
| 6 Month | 2.44% | 3.98% |
| 1 Year | 0.52% | -4.95% |
| 3 Year | 13.37% | 18.9% |
| 5 Year | 13.87% | 18.72% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.66% | 1.1% |
| 1 Year | 12.4% | 13.04% |
| 3 Year | 12.22% | 16.04% |
| 5 Year | 11.34% | 16.41% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.67% | 16.43% |
| 3 Year | 14.45% | 19.56% |
| 5 Year | 14.74% | 22.27% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.91% | 15.68% |
| Sharp | 0.6% | 0.82% |
| Beta | 1% | 1.01% |
| Alpha | -3.92% | 1.21% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap 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 Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.43 | 12.95 |
| Large Cap | 41.54 | 37.68 |
| Mid Cap | 39.65 | 35 |
| Small Cap | 11.38 | 14.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.65 | 3.79 |
| Energy | 1.92 | 0.02 |
| Industrials | 11.26 | 21.2 |
| Technology | 5.77 | 10.75 |
| Consumer Cyclical | 20.7 | 19.43 |
| Financial Services | 24.63 | 30.25 |
| Healthcare | 8.01 | 8.73 |
| Basic Materials | 14.22 | 0.06 |
| Utilities | 1.59 | 0.11 |
| Consumer Defensive | 3.98 | 1.56 |
| Real Estate | 2.57 | 0.16 |
| Communication Services | 2.69 | 3.93 |
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