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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) | ₹5784 Cr | ₹4658 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 | -3.89% | -5.5% |
| 6 Month | -3.52% | -3.23% |
| 1 Year | 5.31% | 2.25% |
| 3 Year | 14.46% | 18.79% |
| 5 Year | 11.45% | 15.96% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.03% | -5.04% |
| 1 Year | 0.32% | -0.22% |
| 3 Year | 8.28% | 10.97% |
| 5 Year | 9.45% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.55% | 15.74% |
| 3 Year | 14.46% | 19.63% |
| 5 Year | 14.7% | 22.15% |
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% | 13.09% |
| Sharp | 0.67% | 0.91% |
| Beta | 0.99% | 1.01% |
| Alpha | -3.64% | 1.04% |
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 | 7.55 | 21.89 |
| Large Cap | 42.76 | 35.68 |
| Mid Cap | 39.73 | 27.53 |
| Small Cap | 9.95 | 14.91 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.67 | 1.41 |
| Energy | 1.84 | 1.55 |
| Industrials | 11.13 | 17.59 |
| Technology | 7.42 | 8.62 |
| Consumer Cyclical | 20.41 | 20.03 |
| Financial Services | 24.79 | 37.52 |
| Healthcare | 8.39 | 7.26 |
| Basic Materials | 14.78 | 0.6 |
| Utilities | 1.88 | 0.07 |
| Consumer Defensive | 2.55 | 1.39 |
| Real Estate | 2.6 | - |
| Communication Services | 2.55 | 3.96 |
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