Tata India Pharma & Healthcare Fund vs Aditya Birla Sun Life Pharma and 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) ₹704 Cr ₹949 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 2.37 2.21
Manager Dhaval Joshi Meeta Shetty
ISIN Code INF209KB1N91 INF277K016A9
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./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 -4.85% -3.88%
6 Month 18.33% 21.49%
1 Year 40.72% 44.8%
3 Year 17.6% 20.2%
5 Year 24.24% 27.32%

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 - -
1 Year 29.37% 34.35%
3 Year 29.76% 31.62%
5 Year 23.28% 25.67%

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 28.8% 6.67%
3 Year 15.16% 17.46%
5 Year 25.28% 14.22%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 14.83% 14.23%
Sharp 0.61% 0.74%
Beta 0.96% 0.9%
Alpha 0.67% 2.85%

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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
Fund Manage 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 7.99 5.34
Large Cap 41.75 38.65
Mid Cap 31.34 39.68
Small Cap 18.91 16.33

Sector Allocation

Scheme Name

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

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 7.99 3.05
Pharmaceuticals & Biotechnology 71.97 -
Healthcare Services 15.51 -
Chemicals & Petrochemicals 0.91 -
Insurance 3.61 -
Healthcare - 93.35
Chemicals - 1.31
Services - 2.29

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