Aditya Birla Sun Life Equity Advantage Fund vs LIC MF Large & Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage 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 Equity Advantage 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 Equity Advantage 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 | Very High | Very High | Very High |
Asset Size (Cr) | ₹5483 Cr | ₹2916 Cr | ₹2916 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 | 1.9 | 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 Equity Advantage Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.76% | 4.36% | 4.36% |
6 Month | -2.9% | -3.54% | -3.54% |
1 Year | 3.12% | 6.11% | 6.11% |
3 Year | 18.45% | 20.91% | 20.91% |
5 Year | 20.75% | 23.63% | 23.63% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 9.39% | 8.37% | 8.37% |
1 Year | 7.09% | 6.03% | 6.03% |
3 Year | 15.31% | 19.51% | 19.51% |
5 Year | 13.83% | 18.31% | 18.31% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage 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 Equity Advantage Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.91% | 15.222% | 15.222% |
Sharp | 0.65% | 0.407% | 0.407% |
Beta | 0.99% | 0.962% | 0.962% |
Alpha | -4.72% | -0.018% | -0.018% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage 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 Equity Advantage 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 Equity Advantage Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.09 | 6.28 | 6.28 |
Large Cap | 51.18 | 40.11 | 40.11 |
Mid Cap | 36.19 | 36.45 | 36.45 |
Small Cap | 10.58 | 17.15 | 17.15 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.09 | 3.86 | 3.86 |
Petroleum Products | 5.35 | - | - |
Electrical Equipment | 1.71 | - | - |
IT - Software | 4.32 | - | - |
Retailing | 4.74 | - | - |
Construction | 3.51 | - | - |
Finance | 10.18 | - | - |
Pharmaceuticals & Biotechnology | 3.15 | - | - |
Non - Ferrous Metals | 1.58 | - | - |
Banks | 15.19 | - | - |
Chemicals & Petrochemicals | 1.34 | - | - |
Healthcare Services | 1.57 | - | - |
Aerospace & Defense | 3.15 | - | - |
Auto Components | 6.07 | - | - |
Leisure Services | 3.77 | - | - |
Power | 2.16 | - | - |
Automobiles | 2.36 | - | - |
Transport Services | 2.94 | - | - |
Insurance | 2.08 | - | - |
Industrial Products | 3.7 | - | - |
Textiles & Apparels | 3.14 | - | - |
Beverages | 2.84 | - | - |
Diversified Metals | 0.9 | - | - |
Realty | 1.82 | - | - |
Consumer Durables | 2.9 | - | - |
Telecom - Services | 2.09 | - | - |
Ferrous Metals | 1.91 | - | - |
Cement & Cement Products | 2.74 | - | - |
Transport Infrastructure | 0.74 | - | - |
Energy | - | 3.14 | 3.14 |
Technology | - | 6.14 | 6.14 |
Consumer Defensive | - | 2.77 | 2.77 |
Financial Services | - | 24.53 | 24.53 |
Utilities | - | 2.41 | 2.41 |
Basic Materials | - | 9.16 | 9.16 |
Consumer Cyclical | - | 16.41 | 16.41 |
Industrials | - | 22.2 | 22.2 |
Communication Services | - | 1.74 | 1.74 |
Healthcare | - | 6.48 | 6.48 |
Real Estate | - | 1.16 | 1.16 |
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