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Aditya Birla Sun Life Frontline Equity Fund vs Tata Large Cap Fund compare

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

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Average Very High Very High
Asset Size (Cr) ₹31451 Cr ₹2827 Cr ₹2827 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹100 ₹100
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 30 Aug 2002 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 45% 20.36% 20.36%
Expense Ratio 1.65 2.04 2.04
Manager Dhaval Joshi Kapil Malhotra Kapil Malhotra
ISIN Code INF209K01BR9 INF277K01931 INF277K01931
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 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month 0.75% 1.06% 1.06%
6 Month 4.73% 5.45% 5.45%
1 Year 5.61% 4.88% 4.88%
3 Year 14.89% 14.35% 14.35%
5 Year 16.31% 16.83% 16.83%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month 3.13% 3.97% 3.97%
1 Year 15.89% 16.49% 16.49%
3 Year 14.48% 13.68% 13.68%
5 Year 14.33% 13.83% 13.83%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 17.61% 13.41% 13.41%
3 Year 15.51% 14.42% 14.42%
5 Year 15.25% 14.09% 14.09%

Risk Management

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 11.80% 12.09% 12.09%
Sharp 0.68% 0.62% 0.62%
Beta 0.96% 0.98% 0.98%
Alpha 0.60% -0.01% -0.01%

Fund Managers

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Dhaval Joshi Kapil Malhotra Kapil Malhotra
Total AUM ₹361932 Cr ₹18472 Cr ₹18472 Cr
Funds Managed 55 7 7
Aditya Birla Sun Life Large Cap Fund-Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Large Cap Fund-Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 7.15 9.06 9.06
Large Cap 82.3 80.61 80.61
Mid Cap 3.45 4.23 4.23
Small Cap 7.1 6.11 6.11

Sector Allocation

Scheme Name

Aditya Birla Sun Life Large Cap Fund-Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 3.49 2.81 2.81
Communication Services 4.92 2.39 2.39
Energy 5.39 5.59 5.59
Industrials 9.23 9.19 9.19
Technology 8.5 10.91 10.91
Consumer Cyclical 13.39 15.72 15.72
Basic Materials 4.65 8.2 8.2
Consumer Defensive 7.27 5.95 5.95
Financial Services 34.13 33.58 33.58
Healthcare 5.33 1.08 1.08
Real Estate 1.32 - -
Utilities 2.4 4.57 4.57

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