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 SBI Large & MIDCap Fund compare

Link copied to clipboard!

tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Fund SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹28677 Cr ₹5483 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 25 May 2005 24 Feb 1995
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI BSE 250 Large MidCap Index
Turn Over 25% 62%
Expense Ratio 1.61 1.9
Manager Pradeep Kesavan Atul Penkar
ISIN Code INF200K01305 INF209K01165
Exits Load SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month 7.45% 9.39%
6 Month 2.06% 1.67%
1 Year 12.3% 8.12%
3 Year 20.92% 16.08%
5 Year 27.75% 21.73%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month 0.72% 0.76%
1 Year -2.79% -6.49%
3 Year 14.84% 11.65%
5 Year 17.79% 11.88%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 14.74% 15.78%
3 Year 14.69% 14.79%
5 Year 14.88% 15.2%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 11.75% 13.91%
Sharp 0.77% 0.34%
Beta 0.83% 1.01%
Alpha 0.25% -6.61%

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 SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Name Pradeep Kesavan Atul Penkar
Total AUM ₹434274 Cr ₹21393 Cr
Funds Managed 43 3
SBI Large & MIDCap Fund- Regular Plan -Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 6.17 1.98
Large Cap 40.14 51.76
Small Cap 16.78 11.36
Mid Cap 36.91 34.92

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 6.17 1.98
Petroleum Products 3.29 5.02
IT - Software 5.89 5.54
Pharmaceuticals & Biotechnology 11.09 3.16
Industrial Manufacturing 1.35 -
Cement & Cement Products 4.4 2.68
Construction 2.19 4.74
Banks 21.48 13.64
Diversified FMCG 1.54 -
Non - Ferrous Metals 2.74 1.75
Auto Components 7.12 6.24
Ferrous Metals 2.34 1.98
Personal Products 2.42 -
Telecom - Services 2.39 1.97
Capital Markets 2.61 -
Consumer Durables 4.67 3.09
Chemicals & Petrochemicals 0.81 1.27
Transport Services 0.65 2.98
Finance 3.07 9.8
Industrial Products 1.35 3.82
Agricultural, Commercial & Construction Vehicles 1.87 -
Gas 0.3 -
Retailing 1 4.75
Food Products 0.5 -
Automobiles 1 2.21
Healthcare Services 0.55 1.63
Beverages 1.05 2.78
Textiles & Apparels 2.25 3.09
Leisure Services 1.9 3.55
Power 2.01 2.2
Electrical Equipment - 1.64
Aerospace & Defense - 3.02
Insurance - 1.85
Diversified Metals - 1.01
Realty - 1.81
Transport Infrastructure - 0.82

Top Comparisons

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns14.58%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.08%

Compare Now

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns20.99%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns20.72%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns8.43%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns12.41%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns7.42%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.68%

Compare Now
Add to Cart Successfully