Aditya Birla Sun Life Pharma and Healthcare Fund vs Tata India Pharma & 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 | Very High |
Asset Size (Cr) | ₹814 Cr | ₹1232 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 | 3.96% | 4.52% |
6 Month | -3.4% | -3.56% |
1 Year | 12.44% | 14.06% |
3 Year | 23.72% | 25.49% |
5 Year | 19.9% | 22.35% |
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 | 5.03% | 5.28% |
1 Year | 2.34% | 3.14% |
3 Year | 22.37% | 23.44% |
5 Year | 17.81% | 19.45% |
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 | 27.28% | 9.47% |
3 Year | 16.45% | 18.04% |
5 Year | 23.91% | 14.89% |
Risk Management
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 15.99% | 16.16% |
Sharp | 0.90% | 0.95% |
Beta | 0.96% | 0.98% |
Alpha | -1.30% | -0.66% |
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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 |
Funds Managed | 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 | 2.06 | 11.41 |
Mid Cap | 44.19 | 32.34 |
Small Cap | 24.87 | 27.12 |
Large Cap | 28.87 | 29.13 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Others | 2.06 | 9.16 |
Healthcare | 97.05 | 88.47 |
Basic Materials | 0.88 | 2.37 |
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