- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5636 Cr | ₹4314 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 | 3.37% | 4.62% |
| 6 Month | 17.76% | 25.45% |
| 1 Year | -2.96% | -1.14% |
| 3 Year | 14.07% | 20.63% |
| 5 Year | 17.1% | 22.25% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.85% | 7.45% |
| 1 Year | 11.05% | 14.92% |
| 3 Year | 13.88% | 20.03% |
| 5 Year | 12.4% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.29% | 18.59% |
| 3 Year | 14.77% | 19.45% |
| 5 Year | 15.32% | 22.51% |
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% | 15.89% |
| Sharp | 0.52% | 0.75% |
| Beta | 0.99% | 0.98% |
| Alpha | -3.7% | 4.87% |
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 | 8.17 | 7.93 |
| Large Cap | 45.19 | 43.35 |
| Mid Cap | 35.48 | 38.25 |
| Small Cap | 11.16 | 10.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.27 | 1.21 |
| Energy | 3.38 | 0.02 |
| Industrials | 10.14 | 24.44 |
| Technology | 5.2 | 8.74 |
| Consumer Cyclical | 20.67 | 19.07 |
| Financial Services | 26.94 | 28.58 |
| Healthcare | 6.62 | 9.77 |
| Basic Materials | 13.29 | 1.09 |
| Utilities | 2.4 | 1.96 |
| Consumer Defensive | 3.51 | 1.76 |
| Real Estate | 2.23 | 0.09 |
| Communication Services | 3.34 | 3.26 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.7%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns22.41%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns15.98%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.97%
HDFC Overnight Fund - Growth Option
3Y Returns6.32%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.14%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.8%
