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
| 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) | ₹7844 Cr | ₹3917 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Feb 1995 | 08 Oct 1995 |
| 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 | 1.84 | 1.93 |
| Manager | Dhaval Joshi | Murthy Nagarajan |
| ISIN Code | INF209K01BT5 | INF277K01303 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.75% | -0.43% |
| 6 Month | 14.98% | 13.35% |
| 1 Year | 28.85% | 27.52% |
| 3 Year | 10.75% | 12.63% |
| 5 Year | 15.48% | 16.19% |
| 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 | 13.36% | 11.33% |
| 3 Year | 27.31% | 26.53% |
| 5 Year | 50.92% | 51.49% |
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.78% | 16.58% |
| 3 Year | 38.97% | 41.09% |
| 5 Year | 55.69% | 56.19% |
| 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 | 0.63% | 0.76% |
| Beta | 0.34% | 0.16% |
| Alpha | 2.36% | 5.4% |
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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 | 19.62 | 25.51 |
| Large Cap | 56.77 | 55.94 |
| Small Cap | 5.52 | 7.29 |
| Mid Cap | 7.73 | 11.26 |
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.05 | 5.93 |
| Sovereign | 5.79 | 6.07 |
| Energy | 5.17 | 10.78 |
| Capital Goods | 8.34 | 2.65 |
| Technology | 6.52 | 6.06 |
| Construction | 2.91 | 7.14 |
| Financial | 29.36 | 29.11 |
| Consumer Staples | 5.01 | 6.55 |
| Metals & Mining | 1.55 | 0.68 |
| Healthcare | 4.6 | 2.96 |
| Materials | 2.34 | 3.08 |
| Chemicals | 0.48 | 4 |
| Automobile | 6.33 | 3.13 |
| Services | 1.62 | 5.79 |
| Consumer Discretionary | 3.16 | - |
| Communication | 2.88 | 5.94 |
| Diversified | 0.53 | - |
| Insurance | - | 0.13 |
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