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Tata Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹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 |
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 | 4.59% | 5.14% |
| 6 Month | -4.81% | -5.35% |
| 1 Year | 8.56% | 6.37% |
| 3 Year | 9.48% | 11.53% |
| 5 Year | 18.2% | 18.38% |
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 | 0.27% | 0.32% |
| 1 Year | -1.84% | -2.37% |
| 3 Year | 12.49% | 10.98% |
| 5 Year | 12.85% | 12.85% |
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 | 16.33% | 11.66% |
| 3 Year | 16.28% | 13.65% |
| 5 Year | 16.39% | 13.89% |
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 | 0.2% | 0.39% |
| Beta | 1.1% | 1.08% |
| Alpha | -1.23% | 0.79% |
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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 |
| Funds Managed | 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 | 25.08 | 25.02 |
| Large Cap | 56.45 | 58.6 |
| Small Cap | 9.32 | 7.7 |
| Mid Cap | 9.12 | 8.68 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 21.92 | 25.02 |
| Petroleum Products | 3.72 | - |
| Electrical Equipment | 1.59 | - |
| IT - Software | 7.91 | - |
| Retailing | 2.43 | - |
| Construction | 2.97 | - |
| Diversified FMCG | 1.48 | - |
| Non - Ferrous Metals | 1.11 | - |
| Banks | 16.91 | - |
| Pharmaceuticals & Biotechnology | 4.46 | - |
| Industrial Manufacturing | 1.13 | - |
| Healthcare Services | 1.09 | - |
| Auto Components | 2.71 | - |
| Cement & Cement Products | 2.11 | - |
| Realty | 1.26 | - |
| Consumer Durables | 2.97 | - |
| Chemicals & Petrochemicals | 1.62 | - |
| Automobiles | 4.3 | - |
| Personal Products | 0.77 | - |
| Finance | 4.42 | - |
| IT - Services | 0.57 | - |
| Insurance | 1.23 | - |
| Transport Infrastructure | 1.59 | - |
| Agricultural Food & other Products | 0.91 | - |
| Diversified Metals | 0.42 | - |
| Power | 1.03 | - |
| Fertilizers & Agrochemicals | 0.44 | - |
| Aerospace & Defense | 1.07 | - |
| Industrial Products | 0.21 | - |
| Telecom - Services | 3.09 | - |
| Transport Services | 0.54 | - |
| Ferrous Metals | 0.24 | - |
| Leisure Services | 0.42 | - |
| Beverages | 1.1 | - |
| Textiles & Apparels | 0.23 | - |
| Energy | - | 5.66 |
| Technology | - | 6.42 |
| Consumer Defensive | - | 6.08 |
| Industrials | - | 7.51 |
| Healthcare | - | 5.33 |
| Financial Services | - | 23.83 |
| Real Estate | - | 1.34 |
| Consumer Cyclical | - | 7.56 |
| Communication Services | - | 4.96 |
| Utilities | - | 2.16 |
| Basic Materials | - | 4.14 |
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