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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Tata Hybrid Equity Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7533 Cr | ₹4179 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 | 1.86 | 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.6% | -2.52% |
| 6 Month | 0.81% | 0.54% |
| 1 Year | 8.56% | 6.1% |
| 3 Year | 14.69% | 11.63% |
| 5 Year | 12.62% | 12.83% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.52% | 2.51% |
| 1 Year | 10.04% | 11.16% |
| 3 Year | 11.24% | 9.76% |
| 5 Year | 11.29% | 10.9% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.45% | 12.72% |
| 3 Year | 14.31% | 14.58% |
| 5 Year | 14.73% | 15.24% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.21% |
| Sharp | 0.88% | 0.62% |
| Beta | 1.13% | 1.16% |
| Alpha | 1.35% | -1.17% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 29.19 | 28.65 |
| Large Cap | 55.34 | 56.22 |
| Small Cap | 6.76 | 9.75 |
| Mid Cap | 8.71 | 5.39 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 20.72 | 23.48 |
| Energy | 4.33 | 5.99 |
| Industrials | 7.62 | 7.99 |
| Technology | 7.31 | 6.17 |
| Consumer Cyclical | 12.02 | 7.06 |
| Basic Materials | 5.83 | 7.4 |
| Financial Services | 26.11 | 22.8 |
| Healthcare | 4.81 | 3.2 |
| Real Estate | 1.37 | 0.42 |
| Consumer Defensive | 5.25 | 8.47 |
| Utilities | 1.37 | 1.07 |
| Communication Services | 3.24 | 5.94 |
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