Aditya Birla Sun Life Equity Advantage Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5566 Cr ₹2490 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 03 Mar 2019
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 250 Large MidCap TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 62% 68%
Expense Ratio 1.91 2.01
Manager Atul Penkar Cheenu Gupta
ISIN Code INF209K01165 INF336L01NY9
Exits Load 1% for redemption within 90 days/365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month 3.86% 3.73%
6 Month 17.26% 29.94%
1 Year 36.33% 51.25%
3 Year 13.77% 22.44%
5 Year 17.87% 22.42%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 14.89% 21.63%
3 Year 29.41% 46.22%
5 Year 58.13% 83.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 20.63% 24.26%
3 Year 44.08% 61.89%
5 Year 65.58% 94.33%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.91% 13.09%
Sharp 0.55% 1.09%
Beta 0.98% 0.93%
Alpha -3.78% 1.09%

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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
Fund Manage 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

Large Cap 51.01 38.96
Mid Cap 36.23 33.97
Small Cap 11.87 23.55
Others 0.93 3.52

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

HSBC Large & Mid Cap Fund - Regular Growth

Financial 22 14.06
Energy 9.55 5.57
Technology 5.78 5.96
Communication 2.14 1.01
Materials 3.24 -
Construction 4.45 11.81
Consumer Discretionary 4.28 3.81
Automobile 9.56 4.66
Services 15.82 12.34
Healthcare 3.71 5.11
Capital Goods 9.01 31.27
Metals & Mining 3.64 0.66
Textiles 2.41 -
Others 0.93 2.06
Consumer Staples 1.39 1.63
Insurance 0.8 -
Chemicals 1.33 0.05

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