Aditya Birla Sun Life India Gennext Fund vs HSBC Consumption Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
HSBC Consumption Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6277 Cr | ₹1593 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2005 | 31 Aug 2023 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | NIFTY India Consumption TRI |
Turn Over | 10% | % |
Expense Ratio | 1.85 | 2.08 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01447 | INF336L01RC6 |
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 | HSBC Consumption 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 India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Month | 0.3% | 1.73% |
6 Month | 4.06% | 1.49% |
1 Year | 2.24% | 5.97% |
3 Year | 17.59% | - |
5 Year | 21.15% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 6.7% | 8.47% |
1 Year | 6.06% | 7.76% |
3 Year | 15.41% | - |
5 Year | 16.39% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
1 Year | 16.17% | 23.63% |
3 Year | 15.76% | - |
5 Year | 16.9% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.81% | - |
Sharp | 0.99% | - |
Beta | 0.88% | - |
Alpha | 0.15% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Funds Managed | 55 | 13 |
Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 3.2 | 4.4 |
Mid Cap | 16.15 | 16.84 |
Small Cap | 13.71 | 38.97 |
Large Cap | 66.94 | 39.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 1.21 | 3.75 |
Industrials | 3.89 | 3.61 |
Consumer Defensive | 26.17 | 22.79 |
Consumer Cyclical | 34.53 | 36.47 |
Basic Materials | 1.75 | 1.82 |
Financial Services | 19.35 | 10.24 |
Healthcare | 5.66 | 6.15 |
Real Estate | 0.56 | 4.36 |
Communication Services | 6.89 | 7.24 |
Technology | - | 3.56 |
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