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) | ₹30001 Cr | ₹3280 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 | 3.35% | 2.48% |
| 6 Month | 6.5% | 3.6% |
| 1 Year | 5.95% | 2.6% |
| 3 Year | 15.41% | 11.72% |
| 5 Year | 19.65% | 16.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.1% | -0.37% |
| 1 Year | 7.24% | 3.06% |
| 3 Year | 12.43% | 8.55% |
| 5 Year | 13.31% | 10.39% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.8% | 12.5% |
| 3 Year | 15.45% | 14.7% |
| 5 Year | 15.17% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.87% | 11.22% |
| Sharp | 0.72% | 0.47% |
| Beta | 0.96% | 0.90% |
| Alpha | 0.57% | -2.26% |
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 | 7.25 | 8.97 |
| Large Cap | 81.86 | 81.71 |
| Mid Cap | 3.6 | 7.07 |
| Small Cap | 7.29 | 2.26 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.44 | 8.03 |
| Communication Services | 4.65 | 6.53 |
| Energy | 5.23 | 9.48 |
| Industrials | 9.02 | 6.63 |
| Technology | 8.3 | 8.45 |
| Consumer Cyclical | 13.27 | 10.99 |
| Basic Materials | 4.94 | 4.48 |
| Consumer Defensive | 7.37 | 6.24 |
| Financial Services | 33.81 | 31.99 |
| Healthcare | 5.41 | 5.14 |
| Utilities | 2.29 | 2.04 |
| Real Estate | 1.27 | - |
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