Aditya Birla Sun Life India Gennext Fund vs HDFC Non compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1082 Cr | ₹6539 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Jul 2023 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 10% |
| Expense Ratio | 2.3 | 1.85 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KC1GR6 | INF209K01447 |
| Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | -3.17% | -1.71% |
| 6 Month | 1.92% | 2.7% |
| 1 Year | -3.75% | 2.15% |
| 3 Year | - | 14.25% |
| 5 Year | - | 16% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -1.92% | 0.42% |
| 1 Year | 5.37% | 10.42% |
| 3 Year | - | 12.56% |
| 5 Year | - | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 11.94% | 15.58% |
| 3 Year | - | 15.71% |
| 5 Year | - | 17.21% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.81% |
| Sharp | - | 0.65% |
| Beta | - | 0.9% |
| Alpha | - | -2.04% |
Fund Managers
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 8.85 | 5.47 |
| Large Cap | 66.54 | 67.84 |
| Mid Cap | 10.79 | 15.48 |
| Small Cap | 13.82 | 11.21 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 0.23 | 0.81 |
| Consumer Cyclical | 44.47 | 36.11 |
| Consumer Defensive | 32.41 | 25.76 |
| Basic Materials | 5.83 | 2.23 |
| Healthcare | 5.38 | 5.24 |
| Technology | 2.69 | - |
| Communication Services | 5.08 | 6.83 |
| Financial Services | 2.02 | 18.4 |
| Industrials | 1.89 | 4.03 |
| Real Estate | - | 0.59 |
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