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)	₹7559 Cr	₹4156 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	1.14%	0.84%
6 Month	4.48%	4.24%
1 Year	4.28%	2.23%
3 Year	13.43%	10.69%
5 Year	13.82%	13.87%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	3.05%	2.9%
1 Year	13.93%	11.65%
3 Year	13.06%	10.39%
5 Year	12.15%	11.26%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	14.52%	12.9%
3 Year	14.31%	14.6%
5 Year	14.76%	15.33%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9.54%	9.69%
Sharp	0.71%	0.44%
Beta	1.09%	1.11%
Alpha	0.59%	-2.03%

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	22.88	25.43
Large Cap	59.69	52.17
Mid Cap	9.48	9.2
Small Cap	7.92	13.2

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	20.01	25.43
Petroleum Products	4.09	5.19
Electrical Equipment	0.7	-
IT - Software	6.98	6.06
Retailing	2.66	1.1
Construction	2.72	4.78
Non - Ferrous Metals	1.39	-
Banks	19.5	17.05
Pharmaceuticals & Biotechnology	4.5	4.19
Industrial Manufacturing	1	-
Commercial Services & Supplies	0.24	-
Auto Components	2.55	1.51
Cement & Cement Products	2.61	3.45
Consumer Durables	2.64	1.59
Realty	1.31	0.78
Chemicals & Petrochemicals	1.13	-
Automobiles	4.43	4.75
Personal Products	0.78	1
Finance	4.47	1.26
IT - Services	0.47	-
Diversified FMCG	1.28	4.13
Insurance	1.42	0.88
Transport Infrastructure	1.51	1.77
Agricultural Food & other Products	1.01	2.54
Diversified Metals	0.63	-
Power	1.43	1.04
Fertilizers & Agrochemicals	0.51	1.92
Aerospace & Defense	1.19	-
Industrial Products	0.32	1.05
Telecom - Services	3.15	5.87
Healthcare Services	0.66	-
Transport Services	0.37	-
Beverages	1.26	1.92
Ferrous Metals	0.35	-
Leisure Services	0.5	-
Textiles & Apparels	0.2	-
Gas	-	0.74