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 Large & Mid Cap 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 Large & Mid Cap Fund - Regular Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹34065 Cr	₹5636 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	1.6	1.92
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 Large & Mid Cap Fund - Regular Growth
1 Month	-0.27%	-0.07%
6 Month	12.8%	13.94%
1 Year	1.78%	-2.39%
3 Year	17.62%	15%
5 Year	23.23%	16.41%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
6 Month	1.84%	1.61%
1 Year	12.14%	11.47%
3 Year	15.5%	13.1%
5 Year	16.89%	11.88%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Year	14.02%	15.07%
3 Year	15.11%	14.64%
5 Year	15.09%	15.38%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.75%	13.91%
Sharp	0.91%	0.6%
Beta	0.81%	1%
Alpha	0.45%	-3.85%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap 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 Large & Mid Cap Fund - Regular Growth

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	7.29	8.66
Large Cap	37.66	42.75
Small Cap	16.4	10.45
Mid Cap	38.65	38.14

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	5.76	3.2
Energy	3.1	2.76
Technology	4.42	5.99
Basic Materials	17.1	14.52
Industrials	9.46	10.9
Financial Services	24.54	22.9
Consumer Defensive	6.49	3.92
Healthcare	12.04	6.46
Consumer Cyclical	14.54	20.94
Communication Services	1.08	3.34
Utilities	1.47	2.42
Real Estate	-	2.65