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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) | ₹854 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 | -1.69% | -1.89% |
| 6 Month | 1.72% | 1.68% |
| 1 Year | -1.95% | -2.2% |
| 3 Year | 21.25% | 22.04% |
| 5 Year | 13.36% | 14.98% |
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 | -0.96% | -1.08% |
| 1 Year | 3.76% | 4.43% |
| 3 Year | 15.26% | 16.45% |
| 5 Year | 15.07% | 16.52% |
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 | 21.73% | 8.33% |
| 3 Year | 17.27% | 18.87% |
| 5 Year | 19.95% | 15.74% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 16.02% | 16.04% |
| Sharp | 0.85% | 0.91% |
| Beta | 0.96% | 0.98% |
| Alpha | -1.71% | -1.01% |
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 | 2.33 | 6.27 |
| Mid Cap | 40.96 | 39.01 |
| Small Cap | 29.58 | 35.21 |
| Large Cap | 27.13 | 19.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.33 | 5.02 |
| Healthcare | 96.8 | 90.83 |
| Basic Materials | 0.87 | 4.14 |
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