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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) ₹815 Cr ₹1208 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 10 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 2.27 2.14
Manager Dhaval Joshi Meeta Shetty
ISIN Code INF209KB1N91 INF277K016A9
Exits Load Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 5.77% 6.61%
6 Month -10.45% -9.06%
1 Year 8.46% 11.79%
3 Year 16.68% 18.25%
5 Year 24.04% 26.31%

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 -4.4% -5.45%
1 Year -0.75% -0.3%
3 Year 22.76% 23.71%
5 Year 18.06% 19.72%

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 29.31% 7.82%
3 Year 15.89% 17.79%
5 Year 24.32% 14.55%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 16.061% 16.538%
Sharp 0.719% 0.681%
Beta 0.98% 0.969%
Alpha -1.737% 0.018%

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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
Funds Managed 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

Others 6.75 5.06
Large Cap 34.78 35.26
Mid Cap 37.07 31.87
Small Cap 21.39 27.82

Sector Allocation

Scheme Name

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

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 5.74 4.34
Healthcare 93.46 93.44
Basic Materials 0.8 2.22

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