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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) | ₹5636 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 | 3.37% | 2.26% |
| 6 Month | 17.76% | 11.22% |
| 1 Year | -2.96% | -11.87% |
| 3 Year | 14.07% | 16.15% |
| 5 Year | 17.1% | 22.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.85% | -0.29% |
| 1 Year | 11.05% | -0.6% |
| 3 Year | 13.88% | 11.87% |
| 5 Year | 12.4% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.29% | 14.36% |
| 3 Year | 14.77% | 16.59% |
| 5 Year | 15.32% | 14.6% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.91% | 16.673% |
| Sharp | 0.52% | 0.777% |
| Beta | 0.99% | 1.094% |
| Alpha | -3.7% | 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 | 8.17 | 12.6 |
| Large Cap | 45.19 | 47.52 |
| Mid Cap | 35.48 | 37.02 |
| Small Cap | 11.16 | 2.86 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.27 | 11.88 |
| Energy | 3.38 | 11.78 |
| Industrials | 10.14 | 13.47 |
| Technology | 5.2 | 1.41 |
| Consumer Cyclical | 20.67 | 7.95 |
| Financial Services | 26.94 | 10.37 |
| Healthcare | 6.62 | 7.27 |
| Basic Materials | 13.29 | 7.21 |
| Utilities | 2.4 | 4.77 |
| Consumer Defensive | 3.51 | 16.32 |
| Real Estate | 2.23 | 3.75 |
| Communication Services | 3.34 | 3.82 |
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