LIC MF Large Cap Fund vs Aditya Birla Sun Life Frontline Equity Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹30235 Cr | ₹1459 Cr | ₹1459 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 30 Aug 2002 | 15 Sep 1999 | 15 Sep 1999 |
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% | % | 35% |
Expense Ratio | 1.65 | 2.13 | 2.13 |
Manager | Dhaval Joshi | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF209K01BR9 | INF767K01105 | INF767K01105 |
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 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -1.64% | -1.81% | -1.81% |
6 Month | 9.83% | 10.14% | 10.14% |
1 Year | 2.72% | 0.69% | 0.69% |
3 Year | 14.79% | 11.12% | 11.12% |
5 Year | 19.47% | 15.72% | 15.72% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.93% | 2.27% | 2.27% |
1 Year | 5.77% | 3.99% | 3.99% |
3 Year | 14.13% | 11.35% | 11.35% |
5 Year | 14.67% | 11.31% | 11.31% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 17.99% | 11.46% | 11.46% |
3 Year | 15.49% | 11.8% | 11.8% |
5 Year | 15.13% | 12.06% | 12.06% |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 11.64% | 12.4% | 12.4% |
Sharp | 0.85% | 0.54% | 0.54% |
Beta | 0.93% | 0.98% | 0.98% |
Alpha | 1.78% | -2.06% | -2.06% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Dhaval Joshi | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹361932 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 55 | 6 | 6 |
Aditya Birla Sun Life Large Cap Fund-Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 7.15 | 3.95 | 3.95 |
Large Cap | 81.14 | 81.42 | 81.42 |
Mid Cap | 3.75 | 5.38 | 5.38 |
Small Cap | 7.96 | 9.26 | 9.26 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.23 | 2.17 | 2.17 |
Communication Services | 4.45 | 3.63 | 3.63 |
Energy | 5.82 | 6.26 | 6.26 |
Industrials | 9.8 | 14.37 | 14.37 |
Technology | 8.07 | 6.77 | 6.77 |
Consumer Cyclical | 11.56 | 9.47 | 9.47 |
Basic Materials | 4.96 | 7.16 | 7.16 |
Consumer Defensive | 7.1 | 9 | 9 |
Financial Services | 34.3 | 30.24 | 30.24 |
Healthcare | 5.91 | 6.38 | 6.38 |
Utilities | 2.43 | 4.56 | 4.56 |
Real Estate | 1.36 | - | - |
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