Tata Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7313 Cr	₹3997 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	1.85	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

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	2.73%	2.29%
6 Month	-1.41%	-2.5%
1 Year	8.05%	5.45%
3 Year	10.98%	12.45%
5 Year	17.99%	17.67%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	1.48%	1.08%
1 Year	-0.84%	-2.35%
3 Year	13.02%	11.12%
5 Year	13.11%	12.9%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	16.33%	11.66%
3 Year	16.28%	13.65%
5 Year	16.39%	13.89%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.21%	9.21%
Sharp	0.2%	0.39%
Beta	1.1%	1.08%
Alpha	-1.23%	0.79%

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Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	25.08	25.02
Large Cap	56.45	58.6
Small Cap	9.32	7.7
Mid Cap	9.12	8.68

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	21.92	25.02
Petroleum Products	3.72	-
Electrical Equipment	1.59	-
IT - Software	7.91	-
Retailing	2.43	-
Construction	2.97	-
Diversified FMCG	1.48	-
Non - Ferrous Metals	1.11	-
Banks	16.91	-
Pharmaceuticals & Biotechnology	4.46	-
Industrial Manufacturing	1.13	-
Healthcare Services	1.09	-
Auto Components	2.71	-
Cement & Cement Products	2.11	-
Realty	1.26	-
Consumer Durables	2.97	-
Chemicals & Petrochemicals	1.62	-
Automobiles	4.3	-
Personal Products	0.77	-
Finance	4.42	-
IT - Services	0.57	-
Insurance	1.23	-
Transport Infrastructure	1.59	-
Agricultural Food & other Products	0.91	-
Diversified Metals	0.42	-
Power	1.03	-
Fertilizers & Agrochemicals	0.44	-
Aerospace & Defense	1.07	-
Industrial Products	0.21	-
Telecom - Services	3.09	-
Transport Services	0.54	-
Ferrous Metals	0.24	-
Leisure Services	0.42	-
Beverages	1.1	-
Textiles & Apparels	0.23	-
Energy	-	5.66
Technology	-	6.42
Consumer Defensive	-	6.08
Industrials	-	7.51
Healthcare	-	5.33
Financial Services	-	23.83
Real Estate	-	1.34
Consumer Cyclical	-	7.56
Communication Services	-	4.96
Utilities	-	2.16
Basic Materials	-	4.14