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) | ₹6052 Cr | ₹1517 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 | 2.36% | 3.98% |
6 Month | 0.35% | -4.25% |
1 Year | 3.92% | 7.08% |
3 Year | 19.26% | - |
5 Year | 21.49% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | HSBC Consumption Fund - Regular (G) |
---|---|---|
6 Month | 7.5% | 8.88% |
1 Year | 6.72% | 8.47% |
3 Year | 15.78% | - |
5 Year | 16.73% | - |
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 | 0.78% | - |
Beta | 0.89% | - |
Alpha | -0.42% | - |
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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 | 0.59 | 4.4 |
Mid Cap | 17.41 | 16.84 |
Small Cap | 13.7 | 38.97 |
Large Cap | 68.35 | 39.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
HSBC Consumption Fund - Regular (G) |
---|---|---|
Others | 0.59 | 3.75 |
Industrial Products | 0.51 | - |
Food Products | 3.67 | - |
Retailing | 13.92 | - |
Personal Products | 4.42 | - |
Consumer Durables | 10.41 | - |
Diversified FMCG | 7.1 | - |
Banks | 12.77 | - |
Pharmaceuticals & Biotechnology | 4.1 | - |
Healthcare Services | 1.56 | - |
Automobiles | 12.19 | - |
Insurance | 3.49 | - |
Finance | 3.09 | - |
Consumer Services | 0.66 | - |
Agricultural Food & other Products | 1.84 | - |
Beverages | 6.66 | - |
Realty | 0.56 | - |
Entertainment | 0.15 | - |
Leisure Services | 2.59 | - |
Telecom - Services | 5.34 | - |
Diversified | 0.54 | - |
Cement & Cement Products | 1.05 | - |
Transport Services | 1.44 | - |
Textiles & Apparels | 0.53 | - |
Auto Components | 0.87 | - |
Consumer Defensive | - | 22.79 |
Consumer Cyclical | - | 36.47 |
Healthcare | - | 6.15 |
Basic Materials | - | 1.82 |
Financial Services | - | 10.24 |
Industrials | - | 3.61 |
Communication Services | - | 7.24 |
Real Estate | - | 4.36 |
Technology | - | 3.56 |
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