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) | ₹3175 Cr | ₹6324 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 | 5.35% | 4.41% |
6 Month | 13.12% | 17.71% |
1 Year | -8.83% | -2.89% |
3 Year | 15.67% | 14.82% |
5 Year | 24.84% | 20.95% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 4.53% | 5.85% |
1 Year | 6.49% | 14.95% |
3 Year | 13.91% | 16.19% |
5 Year | 17.75% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Year | 17.24% | 16% |
3 Year | 16.71% | 15.82% |
5 Year | 15.02% | 16.98% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Standard Deviation | 13.82% | 11.81% |
Sharp | 0.67% | 0.68% |
Beta | 0.88% | 0.89% |
Alpha | 2.28% | -0.43% |
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 | 2.64 | 3.17 |
Small Cap | 27.99 | 13.02 |
Mid Cap | 24.69 | 16.22 |
Large Cap | 44.67 | 67.59 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 2.27 | 0.82 |
Industrials | 5.67 | 3.91 |
Consumer Cyclical | 46.75 | 35.76 |
Basic Materials | 8.13 | 1.99 |
Consumer Defensive | 31.14 | 25.8 |
Communication Services | 6.05 | 6.66 |
Financial Services | - | 18.73 |
Healthcare | - | 5.8 |
Real Estate | - | 0.53 |
Top Comparisons
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns16.92%
360 ONE Focused Fund Regular-Growth
3Y Returns15.65%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.04%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns12.4%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.44%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.15%