- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life India Gennext Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
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) | ₹1488 Cr | ₹6324 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 | 5.97% | 4.33% |
| 6 Month | 22.96% | 18.78% |
| 1 Year | 0.28% | -2.36% |
| 3 Year | - | 15.47% |
| 5 Year | - | 20.64% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 9.62% | 5.85% |
| 1 Year | 21.3% | 14.95% |
| 3 Year | - | 16.19% |
| 5 Year | - | 16.28% |
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 | - | 0.68% |
| Beta | - | 0.89% |
| Alpha | - | -0.43% |
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 | 7.74 | 3.17 |
| Large Cap | 55.47 | 67.59 |
| Mid Cap | 6.85 | 16.22 |
| Small Cap | 29.94 | 13.02 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 1.09 | 0.82 |
| Communication Services | 12.77 | 6.66 |
| Basic Materials | 4.42 | 1.99 |
| Consumer Cyclical | 40.67 | 35.76 |
| Consumer Defensive | 28.31 | 25.8 |
| Healthcare | 7.42 | 5.8 |
| Industrials | 5.32 | 3.91 |
| Financial Services | - | 18.73 |
| Real Estate | - | 0.53 |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.25%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.93%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns14.68%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns16.36%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.75%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns13.62%
ITI Small Cap Fund Regular - Growth
3Y Returns25.88%
Axis Small Cap Fund Regular Growth
3Y Returns18.84%
