Aditya Birla Sun Life Pharma and Healthcare Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

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tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-Growth

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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 Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹704 Cr ₹949 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2019 28 Dec 2015
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare Nifty Pharma TRI
Turn Over 31% 26.49%
Expense Ratio 2.37 2.21
Manager Dhaval Joshi Meeta Shetty
ISIN Code INF209KB1N91 INF277K016A9
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 5.81% 7.23%
6 Month 18.62% 21.76%
1 Year 52.25% 52.93%
3 Year 17.32% 19.75%
5 Year 25.87% 28.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month - -
1 Year 17.07% 17.22%
3 Year 41.28% 42.6%
5 Year 69.6% 77.31%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 22.24% 24.61%
3 Year 45.6% 52.38%
5 Year 68.38% 78.63%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 14.83% 14.23%
Sharp 0.61% 0.74%
Beta 0.96% 0.9%
Alpha 0.67% 2.85%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Name Dhaval Joshi Meeta Shetty
Total AUM ₹361932 Cr ₹17847 Cr
Fund Manage 55 5
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Large Cap 41.66 38.65
Mid Cap 36.37 39.68
Small Cap 18.68 16.33
Others 3.28 5.34

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Healthcare 93.86 93.35
Others 2.25 3.05
Insurance 1.86 -
Services 1.03 2.29
Chemicals 0.99 1.31

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