Aditya Birla Sun Life Equity Advantage Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹24424 Cr | ₹5692 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jul 1998 | 24 Feb 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
| Turn Over | 55% | 62% |
| Expense Ratio | 1.7 | 1.92 |
| Manager | Sharmila D'mello | Atul Penkar |
| ISIN Code | INF109K01431 | INF209K01165 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.06% | 0.22% |
| 6 Month | 9.9% | 10.4% |
| 1 Year | 6.25% | -0.35% |
| 3 Year | 22.2% | 14.77% |
| 5 Year | 27.8% | 16.9% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.42% | 1.83% |
| 1 Year | 16.8% | 12.2% |
| 3 Year | 20.23% | 13.55% |
| 5 Year | 21.24% | 12.26% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.24% | 15.07% |
| 3 Year | 15.96% | 14.64% |
| 5 Year | 15.81% | 15.38% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.75% | 13.91% |
| Sharp | 1.18% | 0.6% |
| Beta | 0.87% | 1% |
| Alpha | 6.12% | -3.85% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Atul Penkar |
| Total AUM | ₹354743 Cr | ₹21393 Cr |
| Funds Managed | 35 | 3 |
| ICICI Prudential Large & Mid Cap Fund - Growth | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.28 | 7.51 |
| Large Cap | 45.94 | 41.88 |
| Mid Cap | 37.53 | 39.7 |
| Small Cap | 11.25 | 10.9 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.31 | 2.48 |
| Energy | 4.41 | 2.49 |
| Technology | 6.23 | 5.67 |
| Healthcare | 5.79 | 7.71 |
| Basic Materials | 10.48 | 14.48 |
| Consumer Defensive | 8.03 | 3.92 |
| Industrials | 8.41 | 10.77 |
| Financial Services | 21.85 | 23.35 |
| Consumer Cyclical | 22.89 | 21.07 |
| Real Estate | 1.47 | 2.38 |
| Communication Services | 4.07 | 3.25 |
| Utilities | 2.06 | 2.42 |
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