Aditya Birla Sun Life India Gennext Fund vs SBI Consumption Opportunities Fund compare

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Overview

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2403 Cr	₹5441 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	14 Jul 1999	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	42%	10%
Expense Ratio	2.03	1.87
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01VR6	INF209K01447
Exits Load	Exit load of 0.10% if redeemed within 30 days./365	Exit load of 1%, if redeemed within 30 days./365

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Month	3.3%	7.08%
6 Month	26.17%	29.26%
1 Year	41.16%	38.96%
3 Year	28.63%	18.95%
5 Year	26.06%	22.84%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month	-	-
1 Year	16.8%	16.18%
3 Year	44.99%	36.87%
5 Year	94.18%	71.78%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year	25.14%	21.03%
3 Year	69.95%	53.25%
5 Year	97.32%	75.29%

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation	10.64%	11.81%
Sharp	1.64%	0.96%
Beta	0.63%	0.86%
Alpha	9.1%	-0.18%

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Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Fund Manage	43	55
	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Others	2.9	5.35
Small Cap	41.18	15.53
Large Cap	32.1	61.85
Mid Cap	23.82	17.27

Scheme Name	SBI Consumption Opportunities Fund - Regular - Growth	Aditya Birla Sun Life India Gennext Fund-Growth Option
Others	4.29	1.35
Household Products	4.4	-
Consumer Durables	23.43	-
Food Products	7.31	-
Diversified FMCG	5.79	-
Leisure Services	10.47	-
Retailing	7.33	-
Automobiles	8.97	-
Personal Products	8.04	-
Beverages	6.18	-
Telecom - Services	6.17	-
Cigarettes & Tobacco Products	0.05	-
Textiles & Apparels	7.57	-
Automobile	-	12.84
Consumer Staples	-	24.71
Materials	-	2.35
Financial	-	17.69
Healthcare	-	6.62
Services	-	14.36
Consumer Discretionary	-	10.02
Insurance	-	2.23
Capital Goods	-	0.87
Construction	-	0.76
Communication	-	5.38
Chemicals	-	0.45
Textiles	-	0.37