Aditya Birla Sun Life Frontline Equity Fund vs HSBC Large Cap Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30001 Cr | ₹1832 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Aug 2002 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 45% | 63% |
| Expense Ratio | 1.65 | 2.13 |
| Manager | Dhaval Joshi | Gautam Bhupal |
| ISIN Code | INF209K01BR9 | INF336L01016 |
| Exits Load | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.35% | 3% |
| 6 Month | 6.5% | 6.34% |
| 1 Year | 5.95% | 2.25% |
| 3 Year | 15.41% | 14.21% |
| 5 Year | 19.65% | 17.26% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.11% | 0.36% |
| 1 Year | 7.14% | 4.96% |
| 3 Year | 12.24% | 10.78% |
| 5 Year | 13.27% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.8% | 15.07% |
| 3 Year | 15.45% | 12.65% |
| 5 Year | 15.17% | 12.52% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.64% | 12.17% |
| Sharp | 0.79% | 0.62% |
| Beta | 0.94% | 0.95% |
| Alpha | 1.23% | -0.37% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Gautam Bhupal |
| Total AUM | ₹361932 Cr | ₹25949 Cr |
| Funds Managed | 55 | 13 |
| Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.25 | 5.5 |
| Large Cap | 81.86 | 85.25 |
| Mid Cap | 3.6 | 6.7 |
| Small Cap | 7.29 | 2.56 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.44 | 2.32 |
| Communication Services | 4.65 | 3.61 |
| Energy | 5.23 | 5.94 |
| Industrials | 9.02 | 11.92 |
| Technology | 8.3 | 9.84 |
| Consumer Cyclical | 13.27 | 16.81 |
| Basic Materials | 4.94 | 2.42 |
| Consumer Defensive | 7.37 | 4.31 |
| Financial Services | 33.81 | 33.53 |
| Healthcare | 5.41 | 7.07 |
| Utilities | 2.29 | 2.24 |
| Real Estate | 1.27 | - |
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