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Tata India Pharma & Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹872 Cr | ₹1339 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Jul 2019 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | Nifty Pharma TRI |
| Turn Over | 31% | 26.49% |
| Expense Ratio | 2.27 | 2.14 |
| Manager | Dhaval Joshi | Meeta Shetty |
| ISIN Code | INF209KB1N91 | INF277K016A9 |
| Exits Load | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.74% | -2.65% |
| 6 Month | 12.63% | 14.41% |
| 1 Year | -2.03% | -0.21% |
| 3 Year | 22.34% | 23.62% |
| 5 Year | 15.76% | 18.24% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.44% | 2.24% |
| 1 Year | 2.91% | 4.35% |
| 3 Year | 20.24% | 21.68% |
| 5 Year | 16.95% | 18.68% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 25.47% | 10.55% |
| 3 Year | 16.83% | 18.34% |
| 5 Year | 22.98% | 15.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.70% | 15.78% |
| Sharp | 0.99% | 1.05% |
| Beta | 0.97% | 0.99% |
| Alpha | -1.60% | -0.95% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Meeta Shetty |
| Total AUM | ₹361932 Cr | ₹17847 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5 | 8.59 |
| Mid Cap | 41.99 | 32.96 |
| Small Cap | 27.1 | 30.52 |
| Large Cap | 25.91 | 27.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.95 | 6.22 |
| Healthcare | 97.23 | 91.69 |
| Basic Materials | 0.82 | 0.46 |
| Financial Services | - | 1.63 |
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