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) | ₹30001 Cr | ₹3280 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 | 1.27% | 0.77% |
6 Month | 8.84% | 6.01% |
1 Year | 3.12% | -0.16% |
3 Year | 16.42% | 13.03% |
5 Year | 19.36% | 16.5% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.54% | 1.64% |
1 Year | 13.33% | 8.34% |
3 Year | 14.93% | 10.73% |
5 Year | 14.89% | 11.82% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.8% | 12.5% |
3 Year | 15.45% | 14.7% |
5 Year | 15.17% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.64% | 11.43% |
Sharp | 0.79% | 0.52% |
Beta | 0.94% | 0.91% |
Alpha | 1.23% | -1.71% |
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 | 7.25 | 8.97 |
Large Cap | 81.86 | 81.71 |
Mid Cap | 3.6 | 7.07 |
Small Cap | 7.29 | 2.26 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.44 | 8.03 |
Communication Services | 4.65 | 6.53 |
Energy | 5.23 | 9.48 |
Industrials | 9.02 | 6.63 |
Technology | 8.3 | 8.45 |
Consumer Cyclical | 13.27 | 10.99 |
Basic Materials | 4.94 | 4.48 |
Consumer Defensive | 7.37 | 6.24 |
Financial Services | 33.81 | 31.99 |
Healthcare | 5.41 | 5.14 |
Utilities | 2.29 | 2.04 |
Real Estate | 1.27 | - |
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