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) | ₹6363 Cr | ₹1929 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 | 1.39% | 2.12% |
| 6 Month | 6.32% | 6.94% |
| 1 Year | 3.82% | 2.33% |
| 3 Year | 14.37% | 15.47% |
| 5 Year | 20.49% | 20.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.94% | -0.07% |
| 1 Year | 8.52% | 6.53% |
| 3 Year | 13.25% | 13.32% |
| 5 Year | 14.28% | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.82% | 14.69% |
| 3 Year | 15.78% | 16.8% |
| 5 Year | 17.08% | 17.58% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.16% | 12.76% |
| Sharp | 0.60% | 0.69% |
| Beta | 0.92% | 0.90% |
| Alpha | -0.86% | 0.30% |
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 | 3.28 | 9.87 |
| Mid Cap | 16.36 | 16.23 |
| Small Cap | 12.2 | 15.6 |
| Large Cap | 68.16 | 58.29 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.98 | 3.97 |
| Industrials | 4.3 | 4.36 |
| Consumer Defensive | 25.07 | 21.3 |
| Consumer Cyclical | 37.57 | 34.73 |
| Basic Materials | 2.25 | 1.83 |
| Financial Services | 17.88 | 24.45 |
| Healthcare | 5.03 | 1.18 |
| Real Estate | 0.54 | - |
| Communication Services | 6.39 | 7.17 |
| Technology | - | 1.02 |
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