Aditya Birla Sun Life Equity Advantage Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹5939 Cr	₹6893 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 1995	27 Feb 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%	25%
Expense Ratio	1.92	1.85
Manager	Atul Penkar	Ashish Aggarwal
ISIN Code	INF209K01165	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-3.74%	-2.31%
6 Month	5.85%	4.91%
1 Year	-4.07%	-1.93%
3 Year	13.65%	15.83%
5 Year	18.32%	21.07%

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	6.2%	5.48%
1 Year	7.2%	5.1%
3 Year	14.78%	15.93%
5 Year	13.45%	16.5%

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	15.29%	10.83%
3 Year	14.77%	14.22%
5 Year	15.32%	12.76%

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.91%	14.51%
Sharp	0.91%	0.95%
Beta	0.99%	1.00%
Alpha	-4.47%	0.27%

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Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Atul Penkar	Ashish Aggarwal
Total AUM	₹21393 Cr	₹9635 Cr
Funds Managed	3	7
	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	7.9	5.95
Large Cap	45.54	47.06
Mid Cap	35.85	36.23
Small Cap	10.7	10.77

Scheme Name	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.78	2.6
Energy	5.46	7.04
Industrials	11.62	8.83
Technology	4.82	3.86
Consumer Cyclical	21.75	15.85
Financial Services	27.36	27.28
Healthcare	5.04	9.13
Basic Materials	12.14	7.44
Utilities	2.29	2.76
Consumer Defensive	2.71	5.4
Real Estate	1.62	2.52
Communication Services	3.41	7.28