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

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

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

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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 -0.24% -0.87%
6 Month 13.37% 11.32%
1 Year 29.3% 27.34%
3 Year 11.67% 13.17%
5 Year 15.79% 16.29%

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 13.36% 11.33%
3 Year 27.31% 26.53%
5 Year 50.92% 51.49%

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 16.78% 16.58%
3 Year 38.97% 41.09%
5 Year 55.69% 56.19%

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 0.62% 0.77%
Beta 1% 1.02%
Alpha 1.13% 2.37%

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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

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