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

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ICICI Prudential Large & Mid Cap Fund - Growth

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Aditya Birla Sun Life 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	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)	₹25753 Cr	₹5867 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

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Month	0.75%	-0.57%
6 Month	6.06%	2.44%
1 Year	9.45%	0.52%
3 Year	20.24%	13.37%
5 Year	23.76%	13.87%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
6 Month	4.07%	1.66%
1 Year	17.81%	12.4%
3 Year	19.1%	12.22%
5 Year	20.23%	11.34%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Year	15.14%	14.67%
3 Year	17.18%	14.45%
5 Year	15.71%	14.74%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.05%	13.91%
Sharp	1.2%	0.6%
Beta	0.81%	1%
Alpha	4.04%	-3.92%

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

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	8.21	2.2
Large Cap	42.96	47.88
Mid Cap	37.5	39.61
Small Cap	12.24	10.31

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	8.21	2.2
Petroleum Products	3.6	1.92
IT - Software	6.03	5.77
Cement & Cement Products	2.19	3.11
Personal Products	0.9	0.75
Construction	3.57	1.25
Finance	5.58	7.15
Consumer Durables	2.36	3.02
Retailing	7.47	4.93
Diversified FMCG	0.88	-
Banks	13.31	13.74
Pharmaceuticals & Biotechnology	4.13	5.01
Automobiles	6.09	3.15
Auto Components	9.28	6.02
Ferrous Metals	0.59	2.13
Realty	1.23	2.57
Commercial Services & Supplies	0.26	-
Transport Services	0.57	1.08
Chemicals & Petrochemicals	0.55	2.51
Insurance	2.88	3.75
Telecom - Services	1.47	1.44
Electrical Equipment	0.17	1.28
Industrial Products	2.77	5.89
Diversified Metals	1.92	0.8
Oil	1.09	-
Food Products	0.91	-
Entertainment	1.01	-
Leisure Services	1.35	2.57
Healthcare Services	1.11	3.01
Fertilizers & Agrochemicals	2.93	1.23
Industrial Manufacturing	0.19	-
Beverages	1.52	3.22
Agricultural Food & other Products	0.67	-
Power	1.07	1.59
Textiles & Apparels	2.22	2.71
Gas	0.83	-
Non - Ferrous Metals	-	2
Aerospace & Defense	-	3.52
Transport Infrastructure	-	0.68