Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

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) ₹5737 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 3.25% 2.98%
6 Month 1.39% -0.91%
1 Year 2.5% -7.56%
3 Year 19.22% 23.94%
5 Year 20.08% 25.34%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month 11.72% 8.66%
1 Year 12.36% 3.23%
3 Year 17.27% 18.42%
5 Year 14.94% 20.81%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 15.48% 14.7%
3 Year 14.6% 16.36%
5 Year 15.24% 14.53%

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 0.65% 0.777%
Beta 0.99% 1.094%
Alpha -4.72% 4.454%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.89 8.73
Large Cap 46.96 48.68
Mid Cap 34.77 39.42
Small Cap 11.38 3.16

Sector Allocation

Scheme Name

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

Quant Large and Mid Cap Fund-Growth

Others 2.71 8.73
Energy 5.33 9.82
Industrials 11.64 13.5
Technology 4.68 0
Consumer Cyclical 21.74 9.06
Financial Services 27.28 14.19
Healthcare 4.54 7.16
Basic Materials 12.46 8.21
Utilities 2.05 4.43
Consumer Defensive 2.58 17.41
Real Estate 1.67 3.72
Communication Services 3.31 3.78

Top Comparisons

HDFC Income Plus Arbitrage Active FOF - Growth HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns15.48%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns25.46%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns35.55%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns31.78%

Compare Now

Nippon India Gilt Fund - Growth Plan - Growth Option Nippon India Gilt Fund - Growth Plan - Growth Option

3Y Returns7.76%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns8.17%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns21.56%

VS

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully