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Aditya Birla Sun Life India Gennext Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Fund | Kotak Consumption 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) | ₹1231 Cr | ₹5626 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 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 | 2.12 | 1.85 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174KA1PM5 | INF209K01447 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 1 Month | 1.61% | 0.83% |
| 6 Month | -3.35% | -2.03% |
| 1 Year | 6.36% | 3.82% |
| 3 Year | - | 19.61% |
| 5 Year | - | 21.97% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 6 Month | 4.74% | 5.82% |
| 1 Year | 0.63% | 2.25% |
| 3 Year | - | 14.82% |
| 5 Year | - | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 1 Year | 16.93% | 16.17% |
| 3 Year | - | 15.76% |
| 5 Year | - | 16.9% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.81% |
| Sharp | - | 0.78% |
| Beta | - | 0.89% |
| Alpha | - | -0.42% |
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Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 33 | 55 |
| Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 3.37 | 0.47 |
| Small Cap | 29.06 | 13.54 |
| Large Cap | 60.18 | 68.23 |
| Mid Cap | 7.38 | 17.27 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 2.03 | 0.47 |
| Basic Materials | 1.72 | - |
| Consumer Cyclical | 38.7 | - |
| Technology | 0 | - |
| Industrials | 7.04 | - |
| Consumer Defensive | 28.95 | - |
| Communication Services | 12.25 | - |
| Healthcare | 9.04 | - |
| Real Estate | 0.28 | - |
| Industrial Products | - | 0.47 |
| Food Products | - | 3.66 |
| Retailing | - | 14.59 |
| Personal Products | - | 4.61 |
| Consumer Durables | - | 9.96 |
| Diversified FMCG | - | 7.02 |
| Banks | - | 12.93 |
| Pharmaceuticals & Biotechnology | - | 4.19 |
| Healthcare Services | - | 1.56 |
| Automobiles | - | 11.84 |
| Insurance | - | 3.64 |
| Finance | - | 3.04 |
| Agricultural Food & other Products | - | 1.97 |
| Beverages | - | 7.04 |
| Realty | - | 0.57 |
| Entertainment | - | 0.31 |
| Leisure Services | - | 2.72 |
| Telecom - Services | - | 5.44 |
| Cement & Cement Products | - | 1.11 |
| Transport Services | - | 0.99 |
| Textiles & Apparels | - | 0.53 |
| Auto Components | - | 0.85 |
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