Tata Hybrid Equity Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 3.4% | 1.71% |
6 Month | 3.93% | 1.99% |
1 Year | 9.22% | 6.46% |
3 Year | 14.38% | 14.46% |
5 Year | 20.05% | 19.49% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 5.43% | 4.14% |
1 Year | 6.6% | 3.35% |
3 Year | 14.95% | 12.36% |
5 Year | 13.92% | 13.36% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 0.47% | 0.6% |
Beta | 1.1% | 1.09% |
Alpha | -1.49% | -0.13% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 23.31 | 26.52 |
Large Cap | 57.59 | 57.95 |
Small Cap | 9.57 | 7.73 |
Mid Cap | 9.42 | 7.8 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 20.45 | 26.52 |
Petroleum Products | 4.05 | 5.7 |
Electrical Equipment | 1.63 | - |
IT - Software | 7.27 | 5.14 |
Retailing | 2.44 | 0.86 |
Construction | 3.06 | 4.47 |
Diversified FMCG | 1.47 | 3.11 |
Non - Ferrous Metals | 1.14 | - |
Banks | 17.76 | 20.96 |
Pharmaceuticals & Biotechnology | 4.55 | 4.52 |
Industrial Manufacturing | 1.13 | - |
Healthcare Services | 1.16 | - |
Auto Components | 2.65 | 0.77 |
Cement & Cement Products | 2.3 | 2.51 |
Realty | 1.21 | 1.36 |
Consumer Durables | 2.87 | - |
Chemicals & Petrochemicals | 1.6 | - |
Automobiles | 4.2 | 4.48 |
Personal Products | 0.85 | 0.9 |
Finance | 4.63 | 2.63 |
IT - Services | 0.54 | - |
Insurance | 1.38 | 0.87 |
Transport Infrastructure | 1.39 | 1.53 |
Agricultural Food & other Products | 0.91 | - |
Diversified Metals | 0.47 | - |
Power | 1.09 | 1.71 |
Fertilizers & Agrochemicals | 0.51 | 1.95 |
Aerospace & Defense | 1.26 | - |
Industrial Products | 0.22 | 1.36 |
Telecom - Services | 3.06 | 5.22 |
Transport Services | 0.59 | 0.37 |
Ferrous Metals | 0.31 | - |
Leisure Services | 0.38 | - |
Beverages | 1.14 | 2.32 |
Textiles & Apparels | 0.22 | - |
Gas | - | 0.74 |
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