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Aditya Birla Sun Life India Gennext Fund vs SBI Consumption Opportunities Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3186 Cr | ₹6277 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 2013 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 42% | 10% |
| Expense Ratio | 1.98 | 1.85 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01VR6 | INF209K01447 |
| Exits Load | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | -1.55% | -1.25% |
| 6 Month | 1.9% | 8.2% |
| 1 Year | -6.31% | -0.25% |
| 3 Year | 17.16% | 15.88% |
| 5 Year | 26.59% | 21.08% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 2.09% | 5.31% |
| 1 Year | -5.07% | 5.71% |
| 3 Year | 12.6% | 15.48% |
| 5 Year | 17.76% | 16.45% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 17.57% | 16.17% |
| 3 Year | 16.62% | 15.76% |
| 5 Year | 14.92% | 16.9% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.30% | 11.81% |
| Sharp | 0.95% | 0.99% |
| Beta | 0.88% | 0.88% |
| Alpha | 0.97% | 0.15% |
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Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 4.65 | 3.79 |
| Small Cap | 26.67 | 13.43 |
| Mid Cap | 25.68 | 16.29 |
| Large Cap | 43 | 66.49 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 4.65 | 0.73 |
| Industrials | 6.49 | 3.93 |
| Consumer Cyclical | 47.86 | 36.05 |
| Basic Materials | 7.38 | 1.79 |
| Consumer Defensive | 28.38 | 25.1 |
| Communication Services | 5.24 | 6.98 |
| Financial Services | - | 19.19 |
| Healthcare | - | 5.67 |
| Real Estate | - | 0.55 |
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