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Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5692 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 0.96% 0.55%
6 Month 8.15% 1.87%
1 Year 2.97% -5.21%
3 Year 14.78% 17.36%
5 Year 16.8% 23.67%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month 1.83% -0.26%
1 Year 12.2% 2.69%
3 Year 13.55% 11.51%
5 Year 12.26% 15.92%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 15.07% 14.06%
3 Year 14.64% 16.58%
5 Year 15.38% 14.66%

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 -3.85% 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 7.51 15.05
Large Cap 41.88 45.57
Mid Cap 39.7 36.58
Small Cap 10.9 2.8

Sector Allocation

Scheme Name

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 2.48 9.27
Energy 2.49 9.84
Industrials 10.77 15.12
Technology 5.67 4.21
Consumer Cyclical 21.07 8.48
Financial Services 23.35 11.02
Healthcare 7.71 7.29
Basic Materials 14.48 6.16
Utilities 2.42 6.02
Consumer Defensive 3.92 15.25
Real Estate 2.38 3.57
Communication Services 3.25 3.76

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