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) | ₹528 Cr | ₹31386 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 | -4.42% | -3.38% |
| 6 Month | -1.68% | 0.32% |
| 1 Year | 7.05% | 10.85% |
| 3 Year | 13.39% | 15.55% |
| 5 Year | 10.94% | 14.62% |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.7% | -2.18% |
| 1 Year | -2.95% | 2.22% |
| 3 Year | 6.54% | 10.45% |
| 5 Year | 9.16% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| 1 Year | 7.14% | 17.44% |
| 3 Year | 13.89% | 15.52% |
| 5 Year | 12.14% | 15.28% |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.89% | 11.64% |
| Sharp | 0.63% | 0.85% |
| Beta | 1.02% | 0.94% |
| Alpha | -1.09% | 1.31% |
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 | 9.14 | 7.51 |
| Large Cap | 79.6 | 82.71 |
| Small Cap | 8.29 | 6.65 |
| Mid Cap | 2.97 | 3.13 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
|---|---|---|
| Others | 2.25 | 3.28 |
| Energy | 8 | 5.63 |
| Technology | 6.72 | 9.12 |
| Consumer Cyclical | 11.94 | 13.73 |
| Industrials | 13.75 | 7.69 |
| Basic Materials | 5.39 | 4.86 |
| Financial Services | 35.47 | 34.98 |
| Healthcare | 2.97 | 5.08 |
| Utilities | 5.26 | 2.29 |
| Consumer Defensive | 3.37 | 7.39 |
| Real Estate | 0.57 | 1.18 |
| Communication Services | 4.3 | 4.77 |
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