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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹7480 Cr	₹4091 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	1.86	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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-1.4%	-1.75%
6 Month	8.51%	5.76%
1 Year	3.24%	-0.78%
3 Year	12.48%	10.93%
5 Year	16.52%	15.76%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.84%	1.38%
1 Year	5.42%	0.98%
3 Year	12.68%	9.34%
5 Year	12.18%	11.18%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	15.74%	11.2%
3 Year	16.02%	13.63%
5 Year	16.5%	14%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9.67%	9.21%
Sharp	0.70%	0.71%
Beta	1.06%	0.14%
Alpha	-0.14%	5.8%

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

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	28.57	27.95
Large Cap	54.64	53.5
Small Cap	8.29	9.99
Mid Cap	8.5	8.56

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	21.39	27.95
Energy	3.86	4.93
Industrials	8.86	7.48
Technology	7.16	4.44
Consumer Cyclical	11.16	6.8
Basic Materials	5.81	5.76
Financial Services	24.83	19.62
Healthcare	6.12	4.76
Real Estate	1.53	0.91
Consumer Defensive	4.77	9.47
Utilities	1.53	2.34
Communication Services	2.97	5.55