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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