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Aditya Birla Sun Life Frontline Equity Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon Aditya Birla Sun Life Large Cap Fund-Growth

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tortoise-icon Sundaram Large Cap 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 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) ₹31451 Cr ₹3394 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 -0.29% -0.51%
6 Month 4.65% 3.15%
1 Year 7.23% 3.48%
3 Year 14.91% 11.32%
5 Year 15.79% 13.66%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month 1.48% 0.96%
1 Year 11.6% 7.65%
3 Year 13.84% 9.92%
5 Year 14.2% 11.19%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 17.56% 11.14%
3 Year 15.51% 14.21%
5 Year 15.26% 15.42%

Risk Management

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.64% 11.12%
Sharp 0.75% 0.42%
Beta 0.94% 0.90%
Alpha 1.33% -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 7.59 3.14
Large Cap 82.73 85.8
Mid Cap 3.15 8.81
Small Cap 6.53 2.26

Sector Allocation

Scheme Name

Aditya Birla Sun Life Large Cap Fund-Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 3.37 2.22
Communication Services 4.83 6.97
Energy 5.58 9.53
Industrials 8.67 6.89
Technology 9.33 8.94
Consumer Cyclical 13.18 14.68
Consumer Defensive 7.25 7.11
Financial Services 34.58 32.12
Basic Materials 4.4 4.15
Healthcare 5.29 5.49
Real Estate 1.24 -
Utilities 2.28 1.89

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