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) | ₹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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