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) | ₹31016 Cr | ₹3358 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 | 1.47% | 1.91% |
| 6 Month | 5.55% | 4.42% |
| 1 Year | 5.31% | 2.22% |
| 3 Year | 14.66% | 11.18% |
| 5 Year | 16.72% | 14.59% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.77% | 3.4% |
| 1 Year | 16.28% | 12.44% |
| 3 Year | 14.66% | 10.91% |
| 5 Year | 14.52% | 11.64% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.61% | 11.52% |
| 3 Year | 15.51% | 14.26% |
| 5 Year | 15.25% | 15.95% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.80% | 11.12% |
| Sharp | 0.68% | 0.42% |
| Beta | 0.96% | 0.90% |
| Alpha | 0.60% | -2.21% |
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 | 3.43 | 3.96 |
| Large Cap | 85.16 | 84.77 |
| Mid Cap | 4.25 | 9.1 |
| Small Cap | 7.11 | 2.17 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.43 | 2.99 |
| Telecom - Services | 4.41 | - |
| Petroleum Products | 5.38 | - |
| Electrical Equipment | 1.8 | - |
| IT - Software | 8.38 | - |
| Retailing | 3.41 | - |
| Personal Products | 2.27 | - |
| Construction | 4.9 | - |
| Finance | 5.72 | - |
| Diversified FMCG | 3 | - |
| Non - Ferrous Metals | 1.38 | - |
| Banks | 25.51 | - |
| Pharmaceuticals & Biotechnology | 4.24 | - |
| Aerospace & Defense | 0.39 | - |
| Cement & Cement Products | 1.34 | - |
| Automobiles | 7.07 | - |
| Insurance | 2.91 | - |
| Consumer Durables | 3.77 | - |
| Transport Services | 1.36 | - |
| Beverages | 1.08 | - |
| Diversified Metals | 0.55 | - |
| Food Products | 0.58 | - |
| Entertainment | 0.12 | - |
| Realty | 1.31 | - |
| Industrial Products | 0.53 | - |
| Auto Components | 0.73 | - |
| Healthcare Services | 1.1 | - |
| Fertilizers & Agrochemicals | 0.64 | - |
| Industrial Manufacturing | 0.25 | - |
| Power | 2.39 | - |
| Energy | - | 9.45 |
| Technology | - | 8.55 |
| Consumer Cyclical | - | 14.79 |
| Industrials | - | 6.78 |
| Financial Services | - | 31.64 |
| Healthcare | - | 5.17 |
| Consumer Defensive | - | 7.34 |
| Communication Services | - | 6.94 |
| Basic Materials | - | 4.37 |
| Utilities | - | 1.97 |
Top Comparisons
Sundaram Liquid Fund (G)
3Y Returns6.92%
BANDHAN LIQUID Fund - Regular Plan - Growth
3Y Returns6.91%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.22%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.86%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.47%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.62%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
HSBC Consumption Fund - Regular (G)
3Y Returns0%