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	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%

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%

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	0.47%	0.6%
Beta	1.1%	1.09%
Alpha	-1.49%	-0.13%

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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	23.31	26.52
Large Cap	57.59	57.95
Small Cap	9.57	7.73
Mid Cap	9.42	7.8

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