ITI Large Cap Fund Regular vs Aditya Birla Sun Life Frontline Equity Fund compare
ITI Large Cap Fund Regular - Growth
Aditya Birla Sun Life Large Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Fund | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹510 Cr | ₹29867 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Dec 2020 | 30 Aug 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | % | 45% |
Expense Ratio | 2.37 | 1.65 |
Manager | Rohan Korde | Dhaval Joshi |
ISIN Code | INF00XX01770 | INF209K01BR9 |
Exits Load | ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Month | -0.13% | 0.02% |
6 Month | 9.49% | 10.72% |
1 Year | -2.93% | -0.48% |
3 Year | 14.54% | 16.25% |
5 Year | - | 18.74% |
SIP Return Analysis
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 0.72% | 1.4% |
1 Year | 7.34% | 11.04% |
3 Year | 11.21% | 14.11% |
5 Year | - | 14.32% |
Rolling Lumpsum Returns
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 9.19% | 17.8% |
3 Year | 13.98% | 15.45% |
5 Year | - | 15.17% |
Risk Management
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.34% | 11.64% |
Sharp | 0.58% | 0.79% |
Beta | 1.04% | 0.94% |
Alpha | -0.99% | 1.23% |
Fund Managers
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Name | Rohan Korde | Dhaval Joshi |
Total AUM | ₹4626 Cr | ₹361932 Cr |
Funds Managed | 10 | 55 |
ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
Market Cap
Scheme Name |
ITI Large Cap Fund Regular - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 8.63 | 7.51 |
Large Cap | 78.18 | 81.26 |
Small Cap | 11.59 | 7.5 |
Mid Cap | 1.59 | 3.73 |
Sector Allocation
Scheme Name |
ITI Large Cap Fund Regular - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 1.48 | 4.78 |
Energy | 7.41 | 5.28 |
Technology | 9.37 | 8.19 |
Consumer Cyclical | 7.96 | 12.53 |
Industrials | 11.26 | 9.99 |
Basic Materials | 5.05 | 4.95 |
Financial Services | 35.32 | 32.97 |
Healthcare | 4.37 | 5.6 |
Consumer Defensive | 7.85 | 7.41 |
Utilities | 4.81 | 2.43 |
Real Estate | 0.62 | 1.29 |
Communication Services | 4.5 | 4.58 |
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