Aditya Birla Sun Life Equity Advantage Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
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% |
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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 |
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