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) | ₹1059 Cr | ₹6363 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 | 1.02% | 1.39% |
| 6 Month | 7.21% | 6.32% |
| 1 Year | 2.53% | 3.82% |
| 3 Year | - | 14.37% |
| 5 Year | - | 20.49% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 1.19% | 0.94% |
| 1 Year | 8.05% | 8.52% |
| 3 Year | - | 13.25% |
| 5 Year | - | 14.28% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 11.94% | 15.82% |
| 3 Year | - | 15.78% |
| 5 Year | - | 17.08% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 13.16% |
| Sharp | - | 0.60% |
| Beta | - | 0.92% |
| Alpha | - | -0.86% |
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 | 7.6 | 3.28 |
| Large Cap | 61.14 | 68.16 |
| Mid Cap | 14.21 | 16.36 |
| Small Cap | 17.05 | 12.2 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 4.01 | 0.98 |
| Consumer Defensive | 32.64 | 25.07 |
| Consumer Cyclical | 46.15 | 37.57 |
| Basic Materials | 4.37 | 2.25 |
| Healthcare | 3.75 | 5.03 |
| Industrials | 2.77 | 4.3 |
| Communication Services | 3.73 | 6.39 |
| Financial Services | 2.58 | 17.88 |
| Real Estate | - | 0.54 |
Top Comparisons
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Kotak Money Market Fund - (Growth)
3Y Returns7.53%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.33%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.36%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.92%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.24%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.55%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns17.35%