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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) | ₹5692 Cr | ₹4088 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 | 1.19% | -1.45% |
| 6 Month | 7.75% | 10.14% |
| 1 Year | 2.79% | 0.01% |
| 3 Year | 13.85% | 19.18% |
| 5 Year | 15.85% | 20.62% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.85% | 1.75% |
| 1 Year | 12.43% | 12.51% |
| 3 Year | 12.89% | 17.01% |
| 5 Year | 11.68% | 16.89% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.07% | 17.43% |
| 3 Year | 14.64% | 19.45% |
| 5 Year | 15.38% | 22.42% |
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% | 15.66% |
| Sharp | 0.6% | 0.84% |
| Beta | 1% | 1.00% |
| Alpha | -3.85% | 1.09% |
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 | 7.51 | 10.36 |
| Large Cap | 41.88 | 39.85 |
| Mid Cap | 39.7 | 36.65 |
| Small Cap | 10.9 | 13.15 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.48 | 1.32 |
| Energy | 2.49 | 0.02 |
| Industrials | 10.77 | 22.59 |
| Technology | 5.67 | 11.75 |
| Consumer Cyclical | 21.07 | 19.6 |
| Financial Services | 23.35 | 30.35 |
| Healthcare | 7.71 | 7.86 |
| Basic Materials | 14.48 | 0.46 |
| Utilities | 2.42 | 0.48 |
| Consumer Defensive | 3.92 | 1.79 |
| Real Estate | 2.38 | 0.04 |
| Communication Services | 3.25 | 3.74 |
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