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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 Consumption 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 Consumption Fund-Growth Option
Fund Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹1334 Cr ₹6277 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 Consumption Fund-Growth Option
1 Month 1.08% -1.31%
6 Month 4.39% 6.59%
1 Year 2.68% -1.2%
3 Year - 15.26%
5 Year - 20.94%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
6 Month 7.08% 5.31%
1 Year 7.04% 5.71%
3 Year - 15.48%
5 Year - 16.45%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
1 Year 14.66% 16%
3 Year - 15.82%
5 Year - 16.98%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
Standard Deviation - 11.81%
Sharp - 0.99%
Beta - 0.88%
Alpha - 0.15%

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Fund Managers

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption 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 Consumption Fund-Growth Option

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 4.92 3.79
Large Cap 57.05 66.49
Mid Cap 8.76 16.29
Small Cap 29.28 13.43

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 1.39 0.73
Basic Materials 4.13 1.79
Consumer Cyclical 41.47 36.05
Consumer Defensive 23.74 25.1
Communication Services 13.73 6.98
Healthcare 9.17 5.67
Industrials 6.38 3.93
Financial Services - 19.19
Real Estate - 0.55

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