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	1.98%	0.99%
6 Month	-0.79%	-2.21%
1 Year	5.57%	3.46%
3 Year	15.81%	15.28%
5 Year	18.73%	17.84%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	6.36%	4.59%
1 Year	6.88%	2.65%
3 Year	14.28%	11.27%
5 Year	13.41%	12.6%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	16%	11.37%
3 Year	16.05%	13.58%
5 Year	16.41%	13.94%

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	0.76%	0.75%
Beta	1.07%	1.09%
Alpha	-0.03%	-0.22%

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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	23.37	26.65
Large Cap	58.53	58.39
Small Cap	8.55	7.6
Mid Cap	9.49	7.36

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	20.46	26.65
Petroleum Products	4.33	6.16
Electrical Equipment	1.61	-
IT - Software	6.9	4.82
Retailing	2.36	0.9
Construction	2.16	4.25
Diversified FMCG	1.51	3.17
Non - Ferrous Metals	1.06	-
Banks	19.12	20.42
Pharmaceuticals & Biotechnology	4.56	4.51
Industrial Manufacturing	1.12	-
Healthcare Services	1.16	-
Auto Components	2.53	1.41
Cement & Cement Products	2.29	2.5
Realty	1.21	0.74
Consumer Durables	2.88	-
Transport Infrastructure	1.93	1.51
Chemicals & Petrochemicals	1.18	-
Automobiles	3.85	3.82
Personal Products	0.91	0.85
Finance	4.44	3.44
IT - Services	0.5	-
Insurance	1.56	0.93
Agricultural Food & other Products	1.04	-
Diversified Metals	0.55	-
Power	1.05	1.75
Fertilizers & Agrochemicals	0.45	2.03
Aerospace & Defense	1.29	-
Industrial Products	0.19	1.26
Telecom - Services	3.12	5.47
Transport Services	0.5	0.39
Ferrous Metals	0.3	-
Leisure Services	0.37	-
Beverages	1.22	2.21
Textiles & Apparels	0.23	-
Gas	-	0.81