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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) ₹840 Cr ₹1282 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 2.05% 1.88%
6 Month 1.54% 0.84%
1 Year 9.45% 11.49%
3 Year 22.27% 23.64%
5 Year 19.46% 21.94%

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 5.05% 5.59%
1 Year 2.49% 4.7%
3 Year 21.66% 23.65%
5 Year 17.31% 19.43%

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 15.80% 15.93%
Sharp 1.02% 1.09%
Beta 0.96% 0.99%
Alpha -2.02% -1.23%

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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 10.06
Mid Cap 44.19 32.77
Small Cap 24.87 29.61
Large Cap 28.87 27.56

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 7.68
Healthcare 97.05 89.02
Basic Materials 0.88 2.34
Financial Services - 0.96

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