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) ₹7688 Cr ₹4137 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 05 Jan 1996
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 1.85 1.92
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209K01BT5 INF277K01303
Exits Load Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Tata Hybrid Equity 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 Equity Hybrid 95 Fund - Regular Plan-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 1.28% 0.71%
6 Month 2.05% 2.14%
1 Year 16.7% 14.42%
3 Year 11.79% 12.87%
5 Year 13.84% 14.01%

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 10.87% 8.09%
3 Year 15.91% 14.79%
5 Year 15.94% 15.86%

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 0.55% 0.68%
Beta 1.01% 1.01%
Alpha 1.21% 2.33%

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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 21.41 26.31
Large Cap 55.4 54.47
Small Cap 14.47 8.91
Mid Cap 8.86 10.31

Sector Allocation

Scheme Name

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

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 21.41 26.31
Telecom - Services 3.04 5.72
Realty 1.23 1.8
Petroleum Products 3.52 5.67
Electrical Equipment 2.19 -
IT - Software 8.15 6.28
Construction 3.64 4.55
Diversified FMCG 1.61 3.42
Non - Ferrous Metals 0.89 -
Banks 16.22 16.8
Pharmaceuticals & Biotechnology 4.86 4.41
Industrial Manufacturing 1.47 -
Healthcare Services 1.42 1.33
Auto Components 2.86 1.07
Cement & Cement Products 2.1 2.77
Ferrous Metals 0.29 -
Retailing 1.8 2.42
Consumer Durables 3.49 -
Chemicals & Petrochemicals 1.7 -
Automobiles 4.06 2.11
Personal Products 0.88 0.91
Industrial Products 0.44 1.48
Finance 3.68 1.03
IT - Services 0.74 -
Insurance 0.86 0.87
Transport Infrastructure 1.59 1.86
Agricultural Food & other Products 0.85 -
Power 1.07 2.9
Fertilizers & Agrochemicals 0.48 2.42
Aerospace & Defense 1.36 -
Transport Services 0.5 0.48
Leisure Services 0.29 -
Beverages 1.22 2.45
Textiles & Apparels 0.23 -
Gas - 0.94

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