Aditya Birla Sun Life India Gennext Fund vs HDFC Non compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹884 Cr ₹5854 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 2.31 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 India Gennext Fund-Growth Option
1 Month -5.04% -2.94%
6 Month -5.49% -6.51%
1 Year 12.55% 12.46%
3 Year - 13.66%
5 Year - 16.32%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year 2.27% 0.15%
3 Year - 15.84%
5 Year - 17.7%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year 37.04% 16.47%
3 Year - 15.8%
5 Year - 16.81%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation - 11.81%
Sharp - 0.65%
Beta - 0.87%
Alpha - -0.97%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 9.97 0.36
Small Cap 26.84 17.58
Large Cap 54.01 64.88
Mid Cap 9.18 16.63

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 1.87 0.36
Consumer Staples 36.26 -
Healthcare 7.05 -
Automobile 8.85 -
Services 17.9 -
Consumer Discretionary 13.05 -
Materials 1.95 -
Capital Goods 2.91 -
Chemicals 1.31 -
Communication 8.85 -
Industrial Products - 1.01
Food Products - 3.59
Cement & Cement Products - 1.67
Personal Products - 5.3
Retailing - 12.9
Diversified FMCG - 7.51
Banks - 12.64
Pharmaceuticals & Biotechnology - 5.05
Leisure Services - 2.25
Consumer Durables - 11.4
Healthcare Services - 1.81
Automobiles - 11.96
Insurance - 3.61
Finance - 2.8
Agricultural Food & other Products - 1.73
Realty - 0.53
Entertainment - 0.36
Chemicals & Petrochemicals - 0.41
Telecom - Services - 4.8
Transport Services - 0.69
Beverages - 5.85
Textiles & Apparels - 0.51
Auto Components - 0.71

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