Aditya Birla Sun Life India Gennext Fund vs Canara Robeco Consumer Trends Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6324 Cr | ₹1912 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2005 | 14 Sep 2009 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | BSE 100 |
Turn Over | 10% | 32% |
Expense Ratio | 1.85 | 2.1 |
Manager | Dhaval Joshi | Shridatta Bhandwaldar |
ISIN Code | INF209K01447 | INF760K01241 |
Exits Load | Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Canara Robeco Consumer Trends 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 Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.33% | 2.93% |
6 Month | 18.78% | 17.83% |
1 Year | -2.36% | -3.42% |
3 Year | 15.47% | 16.13% |
5 Year | 20.64% | 20.92% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.85% | 4.43% |
1 Year | 14.95% | 12.4% |
3 Year | 16.19% | 16.45% |
5 Year | 16.28% | 16.95% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16% | 14.84% |
3 Year | 15.82% | 16.86% |
5 Year | 16.98% | 17.53% |
Risk Management
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 12.75% |
Sharp | 0.68% | 0.66% |
Beta | 0.89% | 0.88% |
Alpha | -0.43% | 1.56% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shridatta Bhandwaldar |
Total AUM | ₹361932 Cr | ₹69491 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.17 | 8.07 |
Mid Cap | 16.22 | 18.85 |
Small Cap | 13.02 | 16.53 |
Large Cap | 67.59 | 56.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.82 | 4.03 |
Industrials | 3.91 | 4.27 |
Consumer Defensive | 25.8 | 21 |
Consumer Cyclical | 35.76 | 35.42 |
Basic Materials | 1.99 | 1.98 |
Financial Services | 18.73 | 25.1 |
Healthcare | 5.8 | 1.2 |
Real Estate | 0.53 | - |
Communication Services | 6.66 | 5.89 |
Technology | - | 1.1 |
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