Sundaram Large Cap Fund Regular Plan vs Aditya Birla Sun Life Frontline Equity Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹31451 Cr | ₹3394 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Aug 2002 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 45% | 23% |
| Expense Ratio | 1.65 | 1.93 |
| Manager | Dhaval Joshi | Sudhir Kedia |
| ISIN Code | INF209K01BR9 | INF903JA1IZ3 |
| 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 | Sundaram 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 | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.45% | -0.52% |
| 6 Month | 3.71% | 2.46% |
| 1 Year | 5.68% | 2.28% |
| 3 Year | 14.91% | 11.36% |
| 5 Year | 15.66% | 13.54% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.13% | 2.4% |
| 1 Year | 15.89% | 11.14% |
| 3 Year | 14.48% | 10.37% |
| 5 Year | 14.33% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.56% | 11.14% |
| 3 Year | 15.51% | 14.21% |
| 5 Year | 15.26% | 15.42% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.64% | 11.12% |
| Sharp | 0.75% | 0.42% |
| Beta | 0.94% | 0.90% |
| Alpha | 1.33% | -2.21% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Sudhir Kedia |
| Total AUM | ₹361932 Cr | ₹10423 Cr |
| Funds Managed | 55 | 8 |
| Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.59 | 3.14 |
| Large Cap | 82.73 | 85.8 |
| Mid Cap | 3.15 | 8.81 |
| Small Cap | 6.53 | 2.26 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 2.22 |
| Communication Services | 4.83 | 6.97 |
| Energy | 5.58 | 9.53 |
| Industrials | 8.67 | 6.89 |
| Technology | 9.33 | 8.94 |
| Consumer Cyclical | 13.18 | 14.68 |
| Consumer Defensive | 7.25 | 7.11 |
| Financial Services | 34.58 | 32.12 |
| Basic Materials | 4.4 | 4.15 |
| Healthcare | 5.29 | 5.49 |
| Real Estate | 1.24 | - |
| Utilities | 2.28 | 1.89 |
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