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) | ₹5939 Cr | ₹3169 Cr | ₹3169 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 | -2.58% | -2.63% | -2.63% |
6 Month | 8.75% | 7.29% | 7.29% |
1 Year | -2.43% | -2.4% | -2.4% |
3 Year | 14.68% | 17.17% | 17.17% |
5 Year | 18.58% | 21.7% | 21.7% |
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 | 6.2% | 5.43% | 5.43% |
1 Year | 7.2% | 5.03% | 5.03% |
3 Year | 14.78% | 18.36% | 18.36% |
5 Year | 13.45% | 17.51% | 17.51% |
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 | 0.91% | 0.96% | 0.96% |
Beta | 0.99% | 0.98% | 0.98% |
Alpha | -4.47% | 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 | 7.9 | 4.97 | 4.97 |
Large Cap | 45.54 | 40.58 | 40.58 |
Mid Cap | 35.85 | 35.84 | 35.84 |
Small Cap | 10.7 | 18.61 | 18.61 |
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 | 1.78 | 3.15 | 3.15 |
Energy | 5.46 | 2.01 | 2.01 |
Industrials | 11.62 | 22.74 | 22.74 |
Technology | 4.82 | 6 | 6 |
Consumer Cyclical | 21.75 | 14.29 | 14.29 |
Financial Services | 27.36 | 25.51 | 25.51 |
Healthcare | 5.04 | 7.17 | 7.17 |
Basic Materials | 12.14 | 8.1 | 8.1 |
Utilities | 2.29 | 2.59 | 2.59 |
Consumer Defensive | 2.71 | 4.76 | 4.76 |
Real Estate | 1.62 | 1.43 | 1.43 |
Communication Services | 3.41 | 2.24 | 2.24 |
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