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) | ₹5737 Cr | ₹4173 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 | 3.25% | 3.92% |
6 Month | 1.39% | -6.92% |
1 Year | 2.5% | 1.97% |
3 Year | 19.22% | 24.51% |
5 Year | 20.08% | 24.29% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 11.72% | 12.59% |
1 Year | 12.36% | 9.35% |
3 Year | 17.27% | 21.75% |
5 Year | 14.94% | 20.1% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.48% | 19.55% |
3 Year | 14.6% | 19.09% |
5 Year | 15.24% | 21.88% |
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% | 16.83% |
Sharp | 0.65% | 0.85% |
Beta | 0.99% | 0.98% |
Alpha | -4.72% | 3.72% |
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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 | 6.89 | 3.57 |
Large Cap | 46.96 | 49.91 |
Mid Cap | 34.77 | 36.91 |
Small Cap | 11.38 | 9.62 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.71 | 1.34 |
Energy | 5.33 | 0.02 |
Industrials | 11.64 | 21.97 |
Technology | 4.68 | 7.44 |
Consumer Cyclical | 21.74 | 20.38 |
Financial Services | 27.28 | 28.13 |
Healthcare | 4.54 | 9.95 |
Basic Materials | 12.46 | 2.43 |
Utilities | 2.05 | 2.48 |
Consumer Defensive | 2.58 | 2.6 |
Real Estate | 1.67 | 0.09 |
Communication Services | 3.31 | 3.15 |
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