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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 | 5.34% | 5.96% |
| 6 Month | -8.82% | -9.11% |
| 1 Year | 7.88% | 5.55% |
| 3 Year | 9.55% | 11.77% |
| 5 Year | 19.76% | 19.03% |
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 | -1.63% | -2.01% |
| 1 Year | -3.35% | -4.69% |
| 3 Year | 12.08% | 10.58% |
| 5 Year | 12.95% | 12.87% |
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 | 0.18% | 0.38% |
| Beta | 1.09% | 1.06% |
| Alpha | -1.7% | 0.36% |
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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 | 24.76 | 25.33 |
| Large Cap | 55.81 | 58.37 |
| Small Cap | 9.98 | 7.22 |
| Mid Cap | 9.45 | 9.08 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 21.36 | 25.27 |
| Communication Services | 3.1 | 4.89 |
| Energy | 3.68 | 5.57 |
| Industrials | 10.92 | 7.91 |
| Technology | 9.08 | 6.85 |
| Consumer Cyclical | 12.16 | 8.02 |
| Consumer Defensive | 5.23 | 6.55 |
| Basic Materials | 5.14 | 3.85 |
| Financial Services | 21.43 | 21.5 |
| Healthcare | 5.68 | 5.59 |
| Real Estate | 1.21 | 1.58 |
| Utilities | 1 | 2.44 |
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