Aditya Birla Sun Life Pharma and Healthcare Fund vs Tata India Pharma & 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) ₹585 Cr ₹760 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹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 S&P BSE Healthcare TRI Nifty Pharma TRI
Turn Over 31% 26.49%
Expense Ratio 2.42 2.32
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 3.95% 4.38%
6 Month 16.55% 18.25%
1 Year 47.05% 46.98%
3 Year 14.05% 15.45%
5 Year 23.1% 25.48%

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 17.07% 17.22%
3 Year 41.28% 42.6%
5 Year 69.6% 77.31%

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 22.24% 24.61%
3 Year 45.6% 52.38%
5 Year 68.38% 78.63%

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 0.45% 0.6%
Beta 0.93% 0.89%
Alpha 0.43% 3.34%

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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

Large Cap 41.66 38.65
Mid Cap 36.37 39.68
Small Cap 18.68 16.33
Others 3.28 5.34

Sector Allocation

Scheme Name

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

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Healthcare 93.86 93.35
Others 2.25 3.05
Insurance 1.86 -
Services 1.03 2.29
Chemicals 0.99 1.31

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