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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 | 0.66% | 0.24% |
| 6 Month | 2.74% | 0.33% |
| 1 Year | 4.05% | 0.14% |
| 3 Year | 16.03% | 17.45% |
| 5 Year | 13.41% | 19.27% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.14% | -0.34% |
| 1 Year | 8.7% | 3.04% |
| 3 Year | 11.66% | 10.16% |
| 5 Year | 11.22% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.64% | 13.79% |
| 3 Year | 14.44% | 16.43% |
| 5 Year | 14.71% | 14.7% |
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 | 0.6% | 0.777% |
| Beta | 1% | 1.094% |
| Alpha | -3.92% | 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 | 7.59 | 22.6 |
| Large Cap | 41.87 | 45.35 |
| Mid Cap | 39.59 | 29.24 |
| Small Cap | 10.94 | 2.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.19 | 16.78 |
| Energy | 1.76 | 10.11 |
| Industrials | 11.8 | 12.84 |
| Technology | 7.17 | 5.82 |
| Consumer Cyclical | 20.97 | 8.93 |
| Financial Services | 23.57 | 11.09 |
| Healthcare | 8.06 | 6.96 |
| Basic Materials | 14.21 | 6.08 |
| Utilities | 1.81 | 6.2 |
| Consumer Defensive | 3.45 | 9.37 |
| Real Estate | 2.48 | 3.59 |
| Communication Services | 2.53 | 2.23 |
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