Aditya Birla Sun Life Equity Hybrid 95 Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Invest Now

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7844 Cr ₹3917 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 85% 4.76%
Expense Ratio 1.84 1.93
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209K01BT5 INF277K01303
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month -4.48% -4.88%
6 Month 5.46% 4.49%
1 Year 21.39% 20.16%
3 Year 9.7% 11.09%
5 Year 13.57% 13.91%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 16.73% 15.18%
3 Year 16.84% 16.38%
5 Year 16.44% 16.71%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 16.32% 11.52%
3 Year 16.42% 13.77%
5 Year 16.49% 13.84%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.21% 9.21%
Sharp 0.45% 0.6%
Beta 1.02% 1.02%
Alpha 0.92% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Dhaval Joshi Murthy Nagarajan
Total AUM ₹361932 Cr ₹18015 Cr
Fund Manage 55 11
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 19.62 25.51
Large Cap 56.77 55.94
Small Cap 5.52 7.29
Mid Cap 7.73 11.26

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 3.05 5.93
Sovereign 5.79 6.07
Energy 5.17 10.78
Capital Goods 8.34 2.65
Technology 6.52 6.06
Construction 2.91 7.14
Financial 29.36 29.11
Consumer Staples 5.01 6.55
Metals & Mining 1.55 0.68
Healthcare 4.6 2.96
Materials 2.34 3.08
Chemicals 0.48 4
Automobile 6.33 3.13
Services 1.62 5.79
Consumer Discretionary 3.16 -
Communication 2.88 5.94
Diversified 0.53 -
Insurance - 0.13

Top Comparisons

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns15.03%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns17.41%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns6.73%

VS

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns8.46%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns23.08%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.29%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.03%

Compare Now
Request call back
Add to Cart Successfully