Aditya Birla Sun Life India Gennext Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption 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 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) ₹1071 Cr ₹5854 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 10%
Expense Ratio 2.16 1.85
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174KA1PM5 INF209K01447
Exits Load Kotak Consumption 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 Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Month 1.44% 1.62%
6 Month 10.68% 6.84%
1 Year 33.47% 23.81%
3 Year - 15.57%
5 Year - 18.85%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year - 17.82%
3 Year - 21.55%
5 Year - 21.26%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year - 16.39%
3 Year - 15.82%
5 Year - 16.74%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation - 11.81%
Sharp - 0.69%
Beta - 0.87%
Alpha - -1.11%

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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
Fund Manage 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 1.54 0.36
Small Cap 27.35 17.58
Large Cap 44.65 64.88
Mid Cap 26.46 16.63

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 1.54 0.36
Consumer Staples 35.85 -
Healthcare 5.97 -
Automobile 21.45 -
Services 13.07 -
Consumer Discretionary 4.66 -
Communication 9.4 -
Capital Goods 2.4 -
Materials 4.83 -
Construction 0.83 -
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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