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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) | ₹815 Cr | ₹1208 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 | 1.3% | 1.36% |
| 6 Month | -9.23% | -8.61% |
| 1 Year | 13.11% | 17.05% |
| 3 Year | 16.78% | 18.26% |
| 5 Year | 24.99% | 27.36% |
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 | -7.64% | -8.28% |
| 1 Year | -8.4% | -7.35% |
| 3 Year | 19.64% | 20.75% |
| 5 Year | 16.21% | 17.97% |
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 | 29.31% | 7.82% |
| 3 Year | 15.89% | 17.79% |
| 5 Year | 24.32% | 14.55% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 16.061% | 16.538% |
| Sharp | 0.719% | 0.681% |
| Beta | 0.98% | 0.969% |
| Alpha | -1.737% | 0.018% |
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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 | 6.75 | 5.06 |
| Large Cap | 34.78 | 35.26 |
| Mid Cap | 37.07 | 31.87 |
| Small Cap | 21.39 | 27.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.74 | 4.34 |
| Healthcare | 93.46 | 93.44 |
| Basic Materials | 0.8 | 2.22 |
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