Aditya Birla Sun Life Equity Advantage Fund vs UTI Large & Mid Cap Fund compare

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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5483 Cr	₹4047 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	24 Feb 1995	30 Jul 2005
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%	32%
Expense Ratio	1.9	1.9
Manager	Atul Penkar	V Srivatsa
ISIN Code	INF209K01165	INF789F01869
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	UTI Large & 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 Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	3.76%	2.94%
6 Month	-2.9%	-2.67%
1 Year	3.12%	7.95%
3 Year	18.45%	25.92%
5 Year	20.75%	28.2%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	9.39%	7.67%
1 Year	7.09%	6.19%
3 Year	15.31%	22.06%
5 Year	13.83%	21.97%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	15.48%	9.68%
3 Year	14.6%	9.67%
5 Year	15.24%	11.04%

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.91%	12.33%
Sharp	0.65%	1.17%
Beta	0.99%	0.91%
Alpha	-4.72%	3.15%

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Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Atul Penkar	V Srivatsa
Total AUM	₹21393 Cr	₹7921 Cr
Funds Managed	3	3
	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	2.09	5.04
Large Cap	51.18	44.89
Mid Cap	36.19	36.99
Small Cap	10.58	12.9

Scheme Name	Aditya Birla Sun Life Equity Advantage Fund - Regular Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	2.09	5.04
Petroleum Products	5.35	2.68
Electrical Equipment	1.71	-
IT - Software	4.32	7.12
Retailing	4.74	0.29
Construction	3.51	1.66
Finance	10.18	5.27
Pharmaceuticals & Biotechnology	3.15	6.49
Non - Ferrous Metals	1.58	-
Banks	15.19	20.32
Chemicals & Petrochemicals	1.34	0.93
Healthcare Services	1.57	-
Aerospace & Defense	3.15	-
Auto Components	6.07	2.31
Leisure Services	3.77	1.92
Power	2.16	2.03
Automobiles	2.36	4.25
Transport Services	2.94	3.18
Insurance	2.08	3.52
Industrial Products	3.7	0.41
Textiles & Apparels	3.14	1.29
Beverages	2.84	-
Diversified Metals	0.9	2.29
Realty	1.82	2.9
Consumer Durables	2.9	1.23
Telecom - Services	2.09	5.68
Ferrous Metals	1.91	0.79
Cement & Cement Products	2.74	1.77
Transport Infrastructure	0.74	-
Diversified FMCG	-	3.06
Fertilizers & Agrochemicals	-	2.25
Oil	-	2.41
Personal Products	-	2.42
Capital Markets	-	2.93
Other Consumer Services	-	0.77
Minerals & Mining	-	1.26
Entertainment	-	0.6
Paper, Forest & Jute Products	-	0.75