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 | 2.27% | 2.33% |
6 Month | 11.18% | 13.46% |
1 Year | -4.16% | -1.02% |
3 Year | 13.15% | 14.53% |
5 Year | - | 19.54% |
SIP Return Analysis
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
6 Month | 2.09% | 3.14% |
1 Year | 6.4% | 10.63% |
3 Year | 11.8% | 14.75% |
5 Year | - | 14.78% |
Rolling Lumpsum Returns
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
1 Year | 9.92% | 17.99% |
3 Year | 14.17% | 15.49% |
5 Year | - | 15.13% |
Risk Management
Scheme Name | ITI Large Cap Fund Regular - Growth | Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.57% | 11.64% |
Sharp | 0.46% | 0.71% |
Beta | 1.03% | 0.94% |
Alpha | -0.92% | 1.67% |
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 | 8.94 | 7.15 |
Large Cap | 78.57 | 81.14 |
Small Cap | 10.34 | 7.96 |
Mid Cap | 2.16 | 3.75 |
Sector Allocation
Scheme Name |
ITI Large Cap Fund Regular - Growth |
Aditya Birla Sun Life Large Cap Fund-Growth |
---|---|---|
Others | 3.16 | 4.23 |
Energy | 7.39 | 5.82 |
Technology | 7.59 | 8.07 |
Industrials | 12.17 | 9.8 |
Basic Materials | 5.59 | 4.96 |
Financial Services | 35.95 | 34.3 |
Healthcare | 4.72 | 5.91 |
Consumer Cyclical | 6.19 | 11.56 |
Utilities | 6.59 | 2.43 |
Consumer Defensive | 6.44 | 7.1 |
Real Estate | 0.64 | 1.36 |
Communication Services | 3.56 | 4.45 |
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