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Aditya Birla Sun Life Equity Advantage Fund vs LIC MF Large & Mid Cap Fund compare
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹5737 Cr | ₹3055 Cr | ₹3055 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 24 Feb 1995 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 62% | % | 46% |
| Expense Ratio | 1.92 | 1.9 | 1.9 |
| Manager | Atul Penkar | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF209K01165 | INF767K01NB5 | INF767K01NB5 |
| 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 3.07% | 2.03% | 2.03% |
| 6 Month | 1.77% | -1.18% | -1.18% |
| 1 Year | 1.58% | 0.57% | 0.57% |
| 3 Year | 18.99% | 21.03% | 21.03% |
| 5 Year | 20% | 22.96% | 22.96% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 10.92% | 9.67% | 9.67% |
| 1 Year | 12.05% | 9.66% | 9.66% |
| 3 Year | 16.22% | 19.79% | 19.79% |
| 5 Year | 14.31% | 18.42% | 18.42% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 15.48% | 13.54% | 13.54% |
| 3 Year | 14.6% | 15.07% | 15.07% |
| 5 Year | 15.24% | 14.97% | 14.97% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.91% | 15.31% | 15.31% |
| Sharp | 0.65% | 0.96% | 0.96% |
| Beta | 0.99% | 0.98% | 0.98% |
| Alpha | -4.72% | 1.41% | 1.41% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Atul Penkar | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹21393 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 | 7 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.91 | 5.87 | 5.87 |
| Large Cap | 134.77 | 40.09 | 40.09 |
| Mid Cap | 39.54 | 36.34 | 36.34 |
| Small Cap | 18.87 | 17.71 | 17.71 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.91 | 4.16 | 4.16 |
| Telecom - Services | 6.22 | - | - |
| Petroleum Products | 11.36 | - | - |
| Electrical Equipment | 3.29 | - | - |
| Industrial Products | 4.73 | - | - |
| IT - Software | 13.37 | - | - |
| Retailing | 6.72 | - | - |
| Cement & Cement Products | 4.52 | - | - |
| Personal Products | 2.52 | - | - |
| Construction | 6.96 | - | - |
| Finance | 15.87 | - | - |
| Diversified FMCG | 2.97 | - | - |
| Pharmaceuticals & Biotechnology | 7.91 | - | - |
| Non - Ferrous Metals | 2.6 | - | - |
| Banks | 40.71 | - | - |
| Chemicals & Petrochemicals | 1.21 | - | - |
| Healthcare Services | 2.47 | - | - |
| Aerospace & Defense | 3.86 | - | - |
| Auto Components | 7.07 | - | - |
| Leisure Services | 3.34 | - | - |
| Power | 4.31 | - | - |
| Automobiles | 8.8 | - | - |
| Transport Services | 4.5 | - | - |
| Insurance | 4.87 | - | - |
| Consumer Durables | 6.65 | - | - |
| Textiles & Apparels | 4 | - | - |
| Beverages | 3.29 | - | - |
| Diversified Metals | 1.22 | - | - |
| Realty | 3.01 | - | - |
| Oil | 0.34 | - | - |
| Food Products | 0.56 | - | - |
| Entertainment | 0.2 | - | - |
| Fertilizers & Agrochemicals | 0.82 | - | - |
| Industrial Manufacturing | 0.27 | - | - |
| Ferrous Metals | 1.94 | - | - |
| Transport Infrastructure | 0.7 | - | - |
| Energy | - | 2.29 | 2.29 |
| Technology | - | 5.73 | 5.73 |
| Consumer Defensive | - | 4.08 | 4.08 |
| Industrials | - | 23.26 | 23.26 |
| Financial Services | - | 24.31 | 24.31 |
| Utilities | - | 2.53 | 2.53 |
| Basic Materials | - | 8.27 | 8.27 |
| Consumer Cyclical | - | 14.96 | 14.96 |
| Healthcare | - | 6.78 | 6.78 |
| Communication Services | - | 2.32 | 2.32 |
| Real Estate | - | 1.32 | 1.32 |
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