Aditya Birla Sun Life Equity Advantage Fund vs SBI Large & MIDCap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Month	2.71%	3.76%
6 Month	-0.86%	-2.9%
1 Year	6.39%	3.12%
3 Year	21.96%	18.45%
5 Year	25.93%	20.75%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month	7.12%	9.39%
1 Year	7.32%	7.09%
3 Year	17.33%	15.31%
5 Year	18.97%	13.83%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year	14.46%	15.48%
3 Year	14.87%	14.6%
5 Year	14.98%	15.24%

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	1.05%	0.65%
Beta	0.81%	0.99%
Alpha	1.22%	-4.72%

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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

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	5.68	2.09
Large Cap	41.02	51.18
Small Cap	16.22	10.58
Mid Cap	37.08	36.19

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Others	5.68	2.09
Petroleum Products	3.54	5.35
IT - Software	6.46	4.32
Pharmaceuticals & Biotechnology	10.27	3.15
Industrial Manufacturing	1.43	-
Cement & Cement Products	4.21	2.74
Construction	2.08	3.51
Banks	23.08	15.19
Diversified FMCG	1.55	-
Non - Ferrous Metals	2.43	1.58
Auto Components	8.01	6.07
Ferrous Metals	2.2	1.91
Personal Products	2.56	-
Telecom - Services	1.89	2.09
Capital Markets	2.77	-
Consumer Durables	4.3	2.9
Chemicals & Petrochemicals	0.71	1.34
Transport Services	0.76	2.94
Finance	2.87	10.18
Industrial Products	1.31	3.7
Agricultural, Commercial & Construction Vehicles	2.02	-
Gas	0.33	-
Retailing	1.06	4.74
Food Products	0.45	-
Healthcare Services	0.6	1.57
Beverages	1.11	2.84
Textiles & Apparels	2.29	3.14
Leisure Services	2	3.77
Power	2.03	2.16
Electrical Equipment	-	1.71
Aerospace & Defense	-	3.15
Automobiles	-	2.36
Insurance	-	2.08
Diversified Metals	-	0.9
Realty	-	1.82
Transport Infrastructure	-	0.74