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) | ₹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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