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Tata India Pharma & Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Very High |
| Asset Size (Cr) | ₹815 Cr | ₹1208 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 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 | 2.27 | 2.14 |
| Manager | Dhaval Joshi | Meeta Shetty |
| ISIN Code | INF209KB1N91 | INF277K016A9 |
| Exits Load | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 | -6.22% | -7.82% |
| 6 Month | -9.76% | -8.67% |
| 1 Year | 4.83% | 8.93% |
| 3 Year | 17.17% | 18.99% |
| 5 Year | 19.37% | 22.08% |
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 | -3.97% | -1.69% |
| 3 Year | 20.75% | 21.97% |
| 5 Year | 17.58% | 19.47% |
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 | 29.31% | 7.82% |
| 3 Year | 15.89% | 17.79% |
| 5 Year | 24.32% | 14.55% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 16.061% | 15.471% |
| Sharp | 0.719% | 0.874% |
| Beta | 0.98% | 0.953% |
| Alpha | -1.737% | 0.602% |
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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 | 3.49 | 5.39 |
| Large Cap | 34.94 | 40.33 |
| Small Cap | 24.19 | 23.46 |
| Mid Cap | 37.39 | 30.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.49 | 5.39 |
| Pharmaceuticals & Biotechnology | 77.84 | 76.28 |
| Healthcare Services | 16.2 | 14.31 |
| Chemicals & Petrochemicals | 0.79 | 0.39 |
| Insurance | 1.69 | 2.14 |
| Fertilizers & Agrochemicals | - | 0.83 |
| Retailing | - | 0.66 |
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