Aditya Birla Sun Life Frontline Equity Fund vs Sundaram Large Cap Fund Regular Plan compare
Aditya Birla Sun Life Large Cap Fund-Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹30235 Cr | ₹3391 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Aug 2002 | 01 Oct 2020 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 45% | 23% |
Expense Ratio | 1.65 | 1.93 |
Manager | Dhaval Joshi | Sudhir Kedia |
ISIN Code | INF209K01BR9 | INF903JA1IZ3 |
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 | Sundaram Large Cap Fund - Regular Plan - 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 | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -1.4% | -1.68% |
6 Month | 12.93% | 8.72% |
1 Year | -2.12% | -4.81% |
3 Year | 15.11% | 12.32% |
5 Year | 18.19% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.37% | -0.62% |
1 Year | 4.14% | 0.12% |
3 Year | 13.32% | 9.41% |
5 Year | 14.35% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.99% | 13.13% |
3 Year | 15.49% | 15.06% |
5 Year | 15.13% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.64% | 11.61% |
Sharp | 0.85% | 0.59% |
Beta | 0.93% | 0.90% |
Alpha | 1.78% | -1.04% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Sudhir Kedia |
Total AUM | ₹361932 Cr | ₹10423 Cr |
Funds Managed | 55 | 8 |
Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.15 | 6.74 |
Large Cap | 81.14 | 81.95 |
Mid Cap | 3.75 | 9.13 |
Small Cap | 7.96 | 2.17 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.23 | 5.78 |
Communication Services | 4.45 | 6.48 |
Energy | 5.82 | 9.25 |
Industrials | 9.8 | 6.47 |
Technology | 8.07 | 8.56 |
Consumer Cyclical | 11.56 | 9.83 |
Basic Materials | 4.96 | 4.33 |
Consumer Defensive | 7.1 | 6.1 |
Financial Services | 34.3 | 34.1 |
Healthcare | 5.91 | 7.15 |
Utilities | 2.43 | 1.94 |
Real Estate | 1.36 | - |
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