Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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

Link copied to clipboard!

tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Invest Now

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) ₹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

Top Comparisons

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns18.54%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns7.17%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.14%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns19.62%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

3Y Returns14.33%

VS

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns14.6%

Compare Now
Add to Cart Successfully