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

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

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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 Risk	Very High Risk
Asset Size (Cr)	₹7313 Cr	₹3997 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

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-2.55%	-3.45%
6 Month	-7.1%	-8.56%
1 Year	6.49%	3.36%
3 Year	8.47%	10.4%
5 Year	12.81%	12.88%

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	-4.86%	-7.18%
3 Year	10.7%	9.42%
5 Year	12.77%	12.59%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	16.33%	11.66%
3 Year	16.28%	13.65%
5 Year	16.39%	13.89%

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	0.38%	0.45%
Beta	1.02%	1.03%
Alpha	0.16%	0.66%

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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

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

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