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

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

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tortoise-icon 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

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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