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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) | ₹7368 Cr | ₹4025 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 | 2.53% | 3.02% |
| 6 Month | 6.99% | 5.6% |
| 1 Year | 5.69% | 3.06% |
| 3 Year | 13.58% | 11.75% |
| 5 Year | 16.09% | 16.13% |
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 | 0.25% | 0.04% |
| 1 Year | 7.12% | 4.47% |
| 3 Year | 11.39% | 8.52% |
| 5 Year | 11.23% | 10.37% |
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 | 15.6% | 11.1% |
| 3 Year | 15.9% | 13.58% |
| 5 Year | 16.47% | 14.04% |
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 | 0.77% | 0.59% |
| Beta | 0.12% | 0.13% |
| Alpha | 6.58% | 5.03% |
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 | 28.24 | 29.22 |
| Large Cap | 55.11 | 52.27 |
| Small Cap | 7.59 | 11.8 |
| Mid Cap | 9.06 | 6.71 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 21.2 | 27.5 |
| Energy | 3.85 | 5.61 |
| Industrials | 8.48 | 7.33 |
| Technology | 7.08 | 4.66 |
| Consumer Cyclical | 11.91 | 8.44 |
| Basic Materials | 5.94 | 6.4 |
| Financial Services | 25.03 | 18.81 |
| Healthcare | 5.71 | 4.18 |
| Real Estate | 1.59 | 0.87 |
| Consumer Defensive | 5.2 | 8.99 |
| Utilities | 1.04 | 1.71 |
| Communication Services | 2.96 | 5.5 |
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