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Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5836 Cr | ₹3612 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 1995 | 09 Jan 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | 62% | % |
| Expense Ratio | 1.92 | 1.9 |
| Manager | Atul Penkar | Sanjeev Sharma |
| ISIN Code | INF209K01165 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.93% | -0.56% |
| 6 Month | 1.5% | -0.96% |
| 1 Year | -0.49% | -2.91% |
| 3 Year | 13.82% | 14.27% |
| 5 Year | 13.74% | 19.69% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.91% | 1.03% |
| 1 Year | 12.19% | 6.75% |
| 3 Year | 12.02% | 10.67% |
| 5 Year | 11.16% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.67% | 13.86% |
| 3 Year | 14.45% | 16.49% |
| 5 Year | 14.74% | 14.69% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.97% | 16.673% |
| Sharp | 0.54% | 0.777% |
| Beta | 1.00% | 1.094% |
| Alpha | -3.97% | 4.454% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Atul Penkar | Sanjeev Sharma |
| Total AUM | ₹21393 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.43 | 14.36 |
| Large Cap | 41.54 | 46.78 |
| Mid Cap | 39.65 | 36.1 |
| Small Cap | 11.38 | 2.76 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.65 | 8.23 |
| Energy | 1.92 | 10.52 |
| Industrials | 11.26 | 16.39 |
| Technology | 5.77 | 5.93 |
| Consumer Cyclical | 20.7 | 8.33 |
| Financial Services | 24.63 | 10.87 |
| Healthcare | 8.01 | 7.49 |
| Basic Materials | 14.22 | 6.43 |
| Utilities | 1.59 | 6.48 |
| Consumer Defensive | 3.98 | 11.49 |
| Real Estate | 2.57 | 3.72 |
| Communication Services | 2.69 | 4.12 |
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