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

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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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)	₹5483 Cr	₹3873 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	1.9	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

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	3.76%	3.7%
6 Month	-2.9%	-10.66%
1 Year	3.12%	1.36%
3 Year	18.45%	23.79%
5 Year	20.75%	24.46%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	9.39%	8.57%
1 Year	7.09%	1.56%
3 Year	15.31%	19.42%
5 Year	13.83%	18.82%

Scheme Name	Aditya Birla Sun Life Equity Advantage 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%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	13.91%	16.811%
Sharp	0.65%	0.444%
Beta	0.99%	0.981%
Alpha	-4.72%	1.122%

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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
Funds Managed	3	9
	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	2.09	1.85
Large Cap	51.18	44.97
Mid Cap	36.19	40.28
Small Cap	10.58	12.89

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	2.09	1.85
Petroleum Products	5.35	-
Electrical Equipment	1.71	-
IT - Software	4.32	-
Retailing	4.74	-
Construction	3.51	-
Finance	10.18	-
Pharmaceuticals & Biotechnology	3.15	-
Non - Ferrous Metals	1.58	-
Banks	15.19	-
Chemicals & Petrochemicals	1.34	-
Healthcare Services	1.57	-
Aerospace & Defense	3.15	-
Auto Components	6.07	-
Leisure Services	3.77	-
Power	2.16	-
Automobiles	2.36	-
Transport Services	2.94	-
Insurance	2.08	-
Industrial Products	3.7	-
Textiles & Apparels	3.14	-
Beverages	2.84	-
Diversified Metals	0.9	-
Realty	1.82	-
Consumer Durables	2.9	-
Telecom - Services	2.09	-
Ferrous Metals	1.91	-
Cement & Cement Products	2.74	-
Transport Infrastructure	0.74	-
Energy	-	0.02
Industrials	-	25.68
Technology	-	16.65
Financial Services	-	22.6
Consumer Cyclical	-	16.84
Healthcare	-	7.54
Basic Materials	-	1.65
Utilities	-	3.11
Consumer Defensive	-	0.41
Real Estate	-	2.12
Communication Services	-	1.52